LIC MF Large Cap Fund vs Kotak Bluechip Fund compare
                                 Kotak Large Cap Fund - Growth
                                Kotak Large Cap Fund - Growth
                            
                                 LIC MF Large Cap Fund-Growth
                                LIC MF Large Cap Fund-Growth
                            
                                 LIC MF Large Cap Fund-Regular Plan-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) | ₹10427 Cr | ₹1445 Cr | ₹1445 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 | 4.33% | 4.62% | 4.62% | 
| 6 Month | 7.71% | 6.39% | 6.39% | 
| 1 Year | 6.68% | 4.8% | 4.8% | 
| 3 Year | 15.93% | 12.42% | 12.42% | 
| 5 Year | 18.9% | 15.86% | 15.86% | 
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 | 3.12% | 2.17% | 2.17% | 
| 1 Year | 14.37% | 11.72% | 11.72% | 
| 3 Year | 15.19% | 12.5% | 12.5% | 
| 5 Year | 14.76% | 11.72% | 11.72% | 
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 | 15.22% | 11.31% | 11.31% | 
| 3 Year | 14.04% | 11.75% | 11.75% | 
| 5 Year | 13.89% | 12.13% | 12.13% | 
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 | 11.84% | 12.4% | 12.4% | 
| Sharp | 0.73% | 0.5% | 0.5% | 
| Beta | 0.95% | 0.99% | 0.99% | 
| Alpha | 0.70% | -2.37% | -2.37% | 
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 | 7.54 | 4.79 | 4.79 | 
| Large Cap | 79.46 | 82.89 | 82.89 | 
| Mid Cap | 7.67 | 5.51 | 5.51 | 
| Small Cap | 5.33 | 6.81 | 6.81 | 
Sector Allocation
| Scheme Name | Kotak Large Cap Fund - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth | 
|---|---|---|---|
| Others | 3.37 | 2.4 | 2.4 | 
| Communication Services | 3.69 | 3.99 | 3.99 | 
| Energy | 7.86 | 6.2 | 6.2 | 
| Technology | 9.47 | 6.04 | 6.04 | 
| Consumer Cyclical | 13.93 | 14.79 | 14.79 | 
| Industrials | 8.79 | 11.66 | 11.66 | 
| Consumer Defensive | 7.44 | 8.44 | 8.44 | 
| Basic Materials | 8.12 | 6.66 | 6.66 | 
| Financial Services | 28.87 | 30.13 | 30.13 | 
| Healthcare | 4.43 | 5.2 | 5.2 | 
| Real Estate | 0.86 | - | - | 
| Utilities | 3.17 | 4.48 | 4.48 | 
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