Kotak Bluechip Fund vs Tata Large Cap Fund compare

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Kotak Large Cap 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 Large Cap Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Fund	Kotak Large Cap 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	Average	Very High	Very High
Asset Size (Cr)	₹10427 Cr	₹2684 Cr	₹2684 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 Large Cap Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
1 Month	3.22%	3.43%	3.43%
6 Month	7.16%	7.35%	7.35%
1 Year	6.73%	5.58%	5.58%
3 Year	15.28%	15.05%	15.05%
5 Year	18.76%	19.8%	19.8%

Scheme Name	Kotak Large Cap Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
6 Month	0.61%	1.27%	1.27%
1 Year	8.05%	8.2%	8.2%
3 Year	12.58%	11.77%	11.77%
5 Year	13.14%	12.95%	12.95%

Scheme Name	Kotak Large Cap Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
1 Year	15.22%	12.75%	12.75%
3 Year	14.04%	13.37%	13.37%
5 Year	13.89%	13.84%	13.84%

Scheme Name	Kotak Large Cap Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Standard Deviation	11.78%	12.18%	12.18%
Sharp	0.72%	0.68%	0.68%
Beta	0.95%	0.98%	0.98%
Alpha	0.55%	0.16%	0.16%

Scheme Name	Kotak Large Cap 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 Large Cap Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option

Scheme Name	Kotak Large Cap Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Others	7.54	7.48	7.48
Large Cap	79.46	80.67	80.67
Mid Cap	7.67	5.7	5.7
Small Cap	5.33	6.15	6.15

Scheme Name	Kotak Large Cap Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Others	3.37	2.34	2.34
Communication Services	3.69	2.27	2.27
Energy	7.86	5.34	5.34
Technology	9.47	9.2	9.2
Consumer Cyclical	13.93	16.21	16.21
Industrials	8.79	9.03	9.03
Consumer Defensive	7.44	5.44	5.44
Basic Materials	8.12	9.42	9.42
Financial Services	28.87	33.59	33.59
Healthcare	4.43	2.62	2.62
Real Estate	0.86	-	-
Utilities	3.17	4.54	4.54