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Kotak Bluechip Fund vs SBI Blue Chip Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon SBI Blue Chip Fund-Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
Fund Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9268 Cr ₹49128 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 1.51
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 Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
1 Month 3.46% 3.01%
6 Month -0.96% -0.95%
1 Year 9.15% 9.9%
3 Year 14.91% 14.46%
5 Year 21.46% 21.28%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
6 Month 2.14% 2.09%
1 Year -1.08% -0.2%
3 Year 14.98% 13.74%
5 Year 15.62% 15.2%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
1 Year 15.88% 13.25%
3 Year 13.9% 12.31%
5 Year 13.72% 13.28%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
Standard Deviation 12.859% 11.31%
Sharp 0.434% 0.45%
Beta 0.925% 0.89%
Alpha 0.048% 0.97%

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Fund Managers

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
Name Harsha Upadhyaya Pradeep Kesavan
Total AUM ₹139411 Cr ₹434274 Cr
Funds Managed 11 43
Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

SBI Blue Chip Fund-Regular Plan Growth

Others 6.31 5.73
Large Cap 81.03 81.07
Mid Cap 8.33 11.61
Small Cap 4.32 1.59

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

SBI Blue Chip Fund-Regular Plan Growth

Others 5.16 5.55
Communication Services 3.4 2.87
Energy 6.32 5.99
Technology 13.08 9.14
Consumer Cyclical 14.34 14.76
Healthcare 3.86 6.33
Industrials 7.9 7.58
Consumer Defensive 8.37 9.76
Basic Materials 6.99 5.47
Financial Services 25.53 31.3
Real Estate 1.08 1.24
Utilities 3.98 -

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