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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) | ₹10427 Cr | ₹52830 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 | 4.5% | 4.21% |
| 6 Month | 7.85% | 7.02% |
| 1 Year | 6.94% | 5.95% |
| 3 Year | 16% | 14.85% |
| 5 Year | 18.75% | 19.1% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 6 Month | 3.12% | 2.73% |
| 1 Year | 14.37% | 13.07% |
| 3 Year | 15.19% | 13.65% |
| 5 Year | 14.76% | 13.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 1 Year | 15.22% | 12.54% |
| 3 Year | 14.04% | 12.64% |
| 5 Year | 13.89% | 13.6% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Standard Deviation | 11.84% | 11.31% |
| Sharp | 0.73% | 0.75% |
| Beta | 0.95% | 0.89% |
| Alpha | 0.70% | 0.77% |
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 | 7.54 | 3.06 |
| Large Cap | 79.46 | 83.58 |
| Mid Cap | 7.67 | 11.66 |
| Small Cap | 5.33 | 1.7 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Others | 3.37 | 3.06 |
| Communication Services | 3.69 | 2.6 |
| Energy | 7.86 | 7.49 |
| Technology | 9.47 | 5.47 |
| Consumer Cyclical | 13.93 | 13.83 |
| Industrials | 8.79 | 7.57 |
| Consumer Defensive | 7.44 | 9.45 |
| Basic Materials | 8.12 | 11.02 |
| Financial Services | 28.87 | 32.91 |
| Healthcare | 4.43 | 5.64 |
| Real Estate | 0.86 | - |
| Utilities | 3.17 | 0.97 |
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