Kotak Bluechip Fund vs SBI Blue Chip Fund compare

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Kotak Bluechip Fund - Growth

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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

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
1 Month	6.95%	6.75%
6 Month	-1.64%	-2.14%
1 Year	10.19%	10.21%
3 Year	16.46%	15.82%
5 Year	22.5%	22.41%

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
6 Month	2.34%	2.33%
1 Year	-0.52%	0.3%
3 Year	14.12%	12.86%
5 Year	14.8%	14.32%

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%

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
Standard Deviation	12.859%	11.31%
Sharp	0.434%	0.65%
Beta	0.925%	0.89%
Alpha	0.048%	1.19%

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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

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
Others	6.31	6.89
Large Cap	81.03	79.99
Mid Cap	8.33	11.58
Small Cap	4.32	1.54

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
Others	5.16	6.89
Communication Services	3.4	-
Energy	6.32	-
Technology	13.08	-
Consumer Cyclical	14.34	-
Healthcare	3.86	-
Industrials	7.9	-
Consumer Defensive	8.37	-
Basic Materials	6.99	-
Financial Services	25.53	-
Real Estate	1.08	-
Utilities	3.98	-
Petroleum Products	-	5.96
IT - Software	-	8.3
Construction	-	5.23
Retailing	-	1.68
Diversified FMCG	-	5.42
Non - Ferrous Metals	-	1.52
Banks	-	27.35
Pharmaceuticals & Biotechnology	-	6.22
Automobiles	-	4.48
Cement & Cement Products	-	1.7
Auto Components	-	4.7
Finance	-	2.86
Gas	-	0.42
Electrical Equipment	-	1.28
Diversified Metals	-	1.28
Food Products	-	3.07
Realty	-	1.24
Telecom - Services	-	2.96
Fertilizers & Agrochemicals	-	0.78
Industrial Products	-	0.62
Insurance	-	2.87
Ferrous Metals	-	0.43
Textiles & Apparels	-	2.74