LIC MF Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
LIC MF Large Cap Fund-Growth
LIC MF Large Cap Fund-Regular Plan-Growth
Chart Comparison
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) | ₹11081 Cr | ₹1503 Cr | ₹1503 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| 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 | -0.83% | -0.89% | -0.89% |
| 6 Month | 2.27% | 0.47% | 0.47% |
| 1 Year | 7.79% | 5.09% | 5.09% |
| 3 Year | 15.86% | 12.3% | 12.3% |
| 5 Year | 15.42% | 11.76% | 11.76% |
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 | 2.88% | 1.96% | 1.96% |
| 1 Year | 13.39% | 10.18% | 10.18% |
| 3 Year | 13.71% | 11% | 11% |
| 5 Year | 13.9% | 10.84% | 10.84% |
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 | 14.82% | 12.44% | 12.44% |
| 3 Year | 14.16% | 12.35% | 12.35% |
| 5 Year | 13.95% | 12.41% | 12.41% |
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 | 11.74% | 12.56% | 12.56% |
| Sharp | 0.69% | 0.39% | 0.39% |
| Beta | 0.95% | 1.01% | 1.01% |
| Alpha | 0.77% | -2.83% | -2.83% |
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 | 8.65 | 4.08 | 4.08 |
| Large Cap | 79.22 | 82.88 | 82.88 |
| Mid Cap | 7.75 | 5.55 | 5.55 |
| Small Cap | 4.37 | 7.49 | 7.49 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 2.97 | 2.57 | 2.57 |
| Communication Services | 3.89 | 4.3 | 4.3 |
| Energy | 8.22 | 6.86 | 6.86 |
| Technology | 9.64 | 5.78 | 5.78 |
| Consumer Cyclical | 13.07 | 15.38 | 15.38 |
| Industrials | 8.96 | 11.09 | 11.09 |
| Consumer Defensive | 7.46 | 8.29 | 8.29 |
| Basic Materials | 7.43 | 5.43 | 5.43 |
| Financial Services | 29.93 | 30.71 | 30.71 |
| Healthcare | 4.7 | 5.29 | 5.29 |
| Real Estate | 0.88 | - | - |
| Utilities | 2.85 | 4.3 | 4.3 |
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