Kotak Bluechip Fund vs SBI Blue Chip Fund compare

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Kotak Large Cap Fund - Growth

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SBI Large Cap 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 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)	₹10138 Cr	₹52251 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

Scheme Name	Kotak Large Cap Fund - Growth	SBI Large Cap Fund-Regular Plan Growth
1 Month	3.2%	3.34%
6 Month	4.6%	5.27%
1 Year	4.29%	5.83%
3 Year	19.52%	18.64%
5 Year	20.84%	20.92%

Scheme Name	Kotak Large Cap Fund - Growth	SBI Large Cap Fund-Regular Plan Growth
6 Month	9.19%	9.08%
1 Year	12.67%	13.48%
3 Year	16.98%	15.83%
5 Year	16.29%	15.83%

Scheme Name	Kotak Large Cap Fund - Growth	SBI Large Cap Fund-Regular Plan Growth
1 Year	15.64%	12.92%
3 Year	13.9%	12.39%
5 Year	13.8%	13.43%

Scheme Name	Kotak Large Cap Fund - Growth	SBI Large Cap Fund-Regular Plan Growth
Standard Deviation	12.59%	12.30%
Sharp	1.00%	0.97%
Beta	0.94%	0.91%
Alpha	0.50%	0.19%

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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

Scheme Name	Kotak Large Cap Fund - Growth	SBI Large Cap Fund-Regular Plan Growth
Others	6.01	2.51
Large Cap	81.97	84.09
Mid Cap	7.63	11.79
Small Cap	4.39	1.61

Scheme Name	Kotak Large Cap Fund - Growth	SBI Large Cap Fund-Regular Plan Growth
Others	4.58	2.51
Communication Services	3.62	-
Energy	7.79	-
Technology	11.2	-
Consumer Cyclical	12.19	-
Healthcare	3.73	-
Industrials	8.96	-
Consumer Defensive	7.39	-
Basic Materials	7.72	-
Financial Services	28.19	-
Real Estate	0.85	-
Utilities	3.79	-
Petroleum Products	-	7.89
IT - Software	-	7.16
Construction	-	5.2
Consumer Durables	-	0.72
Retailing	-	3.41
Diversified FMCG	-	4.54
Non - Ferrous Metals	-	1.33
Banks	-	28.06
Pharmaceuticals & Biotechnology	-	6.3
Automobiles	-	3.14
Cement & Cement Products	-	2.15
Auto Components	-	5.2
Ferrous Metals	-	0.62
Finance	-	2.76
Gas	-	1.05
Electrical Equipment	-	1.12
Diversified Metals	-	1.14
Food Products	-	3.24
Realty	-	1.13
Telecom - Services	-	2.91
Fertilizers & Agrochemicals	-	0.83
Industrial Products	-	0.71
Insurance	-	4.07
Textiles & Apparels	-	2.81