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Kotak Bluechip Fund vs SBI Blue Chip Fund compare
Kotak Large Cap Fund - Growth
SBI Large Cap Fund-Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Fund | Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹11081 Cr | ₹55637 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 14 Feb 2006 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | BSE 100 TRI |
| Turn Over | 14.49% | 15% |
| Expense Ratio | 1.74 | 1.5 |
| Manager | Harsha Upadhyaya | Pradeep Kesavan |
| ISIN Code | INF174K01153 | INF200K01180 |
| Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Blue Chip Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 1 Month | 0.13% | 0.89% |
| 6 Month | 5.21% | 5.18% |
| 1 Year | 3.99% | 4.66% |
| 3 Year | 14.87% | 13.93% |
| 5 Year | 15.78% | 15.34% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 6 Month | 2.9% | 3.03% |
| 1 Year | 15.47% | 15.08% |
| 3 Year | 14.2% | 13.09% |
| 5 Year | 13.95% | 13.31% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 1 Year | 14.85% | 12.41% |
| 3 Year | 14.14% | 12.74% |
| 5 Year | 13.94% | 13.74% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Standard Deviation | 11.55% | 11.31% |
| Sharp | 0.76% | 0.7% |
| Beta | 0.93% | 0.88% |
| Alpha | 1.53% | 0.78% |
Fund Managers
| Scheme Name | Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Pradeep Kesavan |
| Total AUM | ₹139411 Cr | ₹434274 Cr |
| Funds Managed | 11 | 43 |
| Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Others | 8.46 | 5.27 |
| Large Cap | 78.67 | 82.12 |
| Mid Cap | 7.85 | 11.34 |
| Small Cap | 5.03 | 1.27 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Others | 3.38 | 5.26 |
| Communication Services | 3.87 | 2.74 |
| Energy | 7.96 | 7.88 |
| Technology | 9.76 | 5.66 |
| Consumer Cyclical | 13.03 | 13.39 |
| Industrials | 9.01 | 7.47 |
| Consumer Defensive | 7.46 | 8.9 |
| Basic Materials | 7.89 | 11.22 |
| Financial Services | 29.31 | 30.57 |
| Healthcare | 4.39 | 5.94 |
| Real Estate | 0.91 | - |
| Utilities | 3.01 | 0.97 |
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