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Kotak Bluechip Fund vs Tata Large Cap Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon 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

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 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%

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 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%

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% 0.61% 0.61%
Beta 0.925% 0.97% 0.97%
Alpha 0.048% 0.6% 0.6%

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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 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

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 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

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