Kotak Bluechip Fund vs Tata Large Cap Fund compare
Kotak Bluechip Fund - Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Month | 3.46% | 2.34% | 2.34% |
6 Month | -0.96% | -1.87% | -1.87% |
1 Year | 9.15% | 5.66% | 5.66% |
3 Year | 14.91% | 14.4% | 14.4% |
5 Year | 21.46% | 21.37% | 21.37% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
6 Month | 2.14% | 2% | 2% |
1 Year | -1.08% | -2.63% | -2.63% |
3 Year | 14.98% | 14.41% | 14.41% |
5 Year | 15.62% | 15.76% | 15.76% |
Rolling Lumpsum Returns
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% |
Risk Management
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% | 0.42% | 0.42% |
Beta | 0.925% | 0.97% | 0.97% |
Alpha | 0.048% | 0.59% | 0.59% |
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Fund Managers
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 |
Market Cap
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 | 4.68 | 4.68 |
Large Cap | 81.03 | 82.56 | 82.56 |
Mid Cap | 8.33 | 8.38 | 8.38 |
Small Cap | 4.32 | 4.37 | 4.37 |
Sector Allocation
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 | 4.68 | 4.68 |
Communication Services | 3.4 | 2.93 | 2.93 |
Energy | 6.32 | 5.29 | 5.29 |
Technology | 13.08 | 9.18 | 9.18 |
Consumer Cyclical | 14.34 | 7.58 | 7.58 |
Healthcare | 3.86 | 6.82 | 6.82 |
Industrials | 7.9 | 10.92 | 10.92 |
Consumer Defensive | 8.37 | 5.85 | 5.85 |
Basic Materials | 6.99 | 5.38 | 5.38 |
Financial Services | 25.53 | 34.65 | 34.65 |
Real Estate | 1.08 | 0.84 | 0.84 |
Utilities | 3.98 | 5.89 | 5.89 |
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