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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) | ₹10342 Cr | ₹53030 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 | -1.37% | -1.62% |
| 6 Month | 12.93% | 11.75% |
| 1 Year | -2.13% | -1.26% |
| 3 Year | 14.71% | 13.1% |
| 5 Year | 17.76% | 18.38% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 6 Month | 0.29% | 0.11% |
| 1 Year | 3.56% | 3.62% |
| 3 Year | 12.97% | 11.88% |
| 5 Year | 13.79% | 13.36% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 1 Year | 15.4% | 12.73% |
| 3 Year | 13.97% | 12.54% |
| 5 Year | 13.86% | 13.52% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.14% | 11.31% |
| Sharp | 0.75% | 0.8% |
| Beta | 0.95% | 0.88% |
| Alpha | 0.79% | 1.21% |
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 | 8.12 | 4.7 |
| Large Cap | 79.33 | 81.92 |
| Mid Cap | 8.03 | 11.79 |
| Small Cap | 4.52 | 1.59 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Others | 4.16 | 4.7 |
| Communication Services | 3.79 | 2.64 |
| Energy | 7.94 | 7.6 |
| Technology | 9.89 | 4.95 |
| Consumer Cyclical | 12.58 | 12.69 |
| Industrials | 8.81 | 7.09 |
| Consumer Defensive | 7.35 | 9.84 |
| Basic Materials | 8.06 | 11.04 |
| Financial Services | 28.85 | 33.12 |
| Healthcare | 4.63 | 5.37 |
| Real Estate | 0.9 | 0 |
| Utilities | 3.04 | 0.97 |
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