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LIC MF Large Cap Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Large Cap Fund - Growth

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tortoise-icon LIC MF Large Cap Fund-Growth

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tortoise-icon LIC MF Large Cap 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 Large Cap Fund - Growth LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
Fund Kotak Large Cap Fund - Growth LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Average Very High Very High
Asset Size (Cr) ₹10516 Cr ₹1505 Cr ₹1505 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 29 Dec 1998 15 Sep 1999 15 Sep 1999
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% % 35%
Expense Ratio 1.74 2.13 2.13
Manager Harsha Upadhyaya Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF174K01153 INF767K01105 INF767K01105
Exits Load Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Large Cap Fund - Growth LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
1 Month -2.03% -2.07% -2.07%
6 Month 8.06% 7.25% 7.25%
1 Year 0.23% -1.16% -1.16%
3 Year 16.03% 12.5% 12.5%
5 Year 19.34% 16.25% 16.25%

SIP Return Analysis

Scheme Name Kotak Large Cap Fund - Growth LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
6 Month 4.12% 4.22% 4.22%
1 Year 5.99% 5.1% 5.1%
3 Year 15.13% 12.68% 12.68%
5 Year 15.18% 12.32% 12.32%

Rolling Lumpsum Returns

Scheme Name Kotak Large Cap Fund - Growth LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
1 Year 15.64% 11.62% 11.62%
3 Year 13.9% 11.71% 11.71%
5 Year 13.8% 11.99% 11.99%

Risk Management

Scheme Name Kotak Large Cap Fund - Growth LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
Standard Deviation 12.59% 12.4% 12.4%
Sharp 1.00% 0.81% 0.81%
Beta 0.94% 0.99% 0.99%
Alpha 0.50% -2.09% -2.09%

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Fund Managers

Scheme Name Kotak Large Cap Fund - Growth LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
Name Harsha Upadhyaya Sumit Bhatnagar Sumit Bhatnagar
Total AUM ₹139411 Cr ₹1786 Cr ₹1786 Cr
Funds Managed 11 6 6
Kotak Large Cap Fund - Growth LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Large Cap Fund - Growth

LIC MF Large Cap Fund-Growth

LIC MF Large Cap Fund-Regular Plan-Growth

Others 7.91 3.96 3.96
Large Cap 79.22 80.82 80.82
Mid Cap 8.19 4.9 4.9
Small Cap 4.68 10.32 10.32

Sector Allocation

Scheme Name

Kotak Large Cap Fund - Growth

LIC MF Large Cap Fund-Growth

LIC MF Large Cap Fund-Regular Plan-Growth

Others 4.36 2.29 2.29
Communication Services 3.87 3.69 3.69
Energy 8 6.55 6.55
Technology 11.06 7.52 7.52
Consumer Cyclical 12.09 8.73 8.73
Healthcare 3.67 5.36 5.36
Industrials 8.87 15.18 15.18
Consumer Defensive 6.63 8.48 8.48
Basic Materials 8.29 6.6 6.6
Financial Services 28.9 30.19 30.19
Real Estate 0.97 - -
Utilities 3.28 5.4 5.4

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