Kotak Bluechip Fund vs Tata Large Cap Fund compare

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Kotak Bluechip Fund - Growth

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Tata Large Cap Fund -Regular Plan - Growth Option

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Tata Large Cap Fund -Regular Plan - Growth Option

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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	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Fund	Kotak Bluechip Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹9268 Cr	₹2408 Cr	₹2408 Cr
Min Investment	₹100	₹5000	₹5000
Min SIP Invesment	₹100	₹100	₹100
Min Addl Investment	₹100	₹1000	₹1000
Launch Date	29 Dec 1998	07 May 1998	07 May 1998
Category	Large Cap	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	14.49%	20.36%	20.36%
Expense Ratio	1.74	2.04	2.04
Manager	Harsha Upadhyaya	Kapil Malhotra	Kapil Malhotra
ISIN Code	INF174K01153	INF277K01931	INF277K01931
Exits Load	Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Large Cap 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	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
1 Month	2.74%	1.39%	1.39%
6 Month	2.38%	2.3%	2.3%
1 Year	9.28%	5.4%	5.4%
3 Year	17.86%	17.07%	17.07%
5 Year	23.8%	23.87%	23.87%

Scheme Name	Kotak Bluechip Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
6 Month	7.18%	5.71%	5.71%
1 Year	8.61%	4.89%	4.89%
3 Year	17.35%	16%	16%
5 Year	16.64%	16.31%	16.31%

Scheme Name	Kotak Bluechip Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
1 Year	15.88%	13.34%	13.34%
3 Year	13.9%	13.25%	13.25%
5 Year	13.72%	13.65%	13.65%

Scheme Name	Kotak Bluechip Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Standard Deviation	12.859%	12.66%	12.66%
Sharp	0.434%	0.61%	0.61%
Beta	0.925%	0.97%	0.97%
Alpha	0.048%	0.6%	0.6%

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Scheme Name	Kotak Bluechip Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Name	Harsha Upadhyaya	Kapil Malhotra	Kapil Malhotra
Total AUM	₹139411 Cr	₹18472 Cr	₹18472 Cr
Funds Managed	11	7	7
	Kotak Bluechip Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option

Scheme Name	Kotak Bluechip Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Others	6.31	5.73	5.73
Large Cap	81.03	82.46	82.46
Mid Cap	8.33	7.34	7.34
Small Cap	4.32	4.47	4.47

Scheme Name	Kotak Bluechip Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Others	5.16	5.73	5.73
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	-	5.25	5.25
Electrical Equipment	-	2	2
IT - Software	-	6.52	6.52
Retailing	-	0.87	0.87
Personal Products	-	1.85	1.85
Construction	-	3.86	3.86
Ferrous Metals	-	3.09	3.09
Diversified FMCG	-	2.03	2.03
Banks	-	28.27	28.27
Pharmaceuticals & Biotechnology	-	6.69	6.69
Cement & Cement Products	-	2.84	2.84
Automobiles	-	5.86	5.86
Telecom - Services	-	2.95	2.95
Finance	-	4.07	4.07
IT - Services	-	0.83	0.83
Consumer Durables	-	2.55	2.55
Agricultural Food & other Products	-	1.73	1.73
Realty	-	0.83	0.83
Leisure Services	-	0.98	0.98
Transport Services	-	0.83	0.83
Industrial Manufacturing	-	0.62	0.62
Power	-	5.4	5.4
Transport Infrastructure	-	1.18	1.18
Auto Components	-	1.07	1.07
Insurance	-	2.1	2.1