LIC MF Large Cap Fund vs Kotak Bluechip Fund compare

Link copied to clipboard!

Kotak Large Cap Fund - Growth

Invest Now

LIC MF Large Cap Fund-Growth

Invest Now

LIC MF Large Cap Fund-Regular Plan-Growth

Invest Now

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)	₹10235 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

Scheme Name	Kotak Large Cap Fund - Growth	LIC MF Large Cap Fund-Growth	LIC MF Large Cap Fund-Regular Plan-Growth
1 Month	2.45%	2.34%	2.34%
6 Month	13.64%	13.69%	13.69%
1 Year	-0.9%	-2.87%	-2.87%
3 Year	14.25%	11.02%	11.02%
5 Year	18.76%	15.69%	15.69%

Scheme Name	Kotak Large Cap Fund - Growth	LIC MF Large Cap Fund-Growth	LIC MF Large Cap Fund-Regular Plan-Growth
6 Month	3.32%	2.23%	2.23%
1 Year	10.77%	8.84%	8.84%
3 Year	14.62%	12.06%	12.06%
5 Year	14.42%	11.49%	11.49%

Scheme Name	Kotak Large Cap Fund - Growth	LIC MF Large Cap Fund-Growth	LIC MF Large Cap Fund-Regular Plan-Growth
1 Year	15.4%	11.46%	11.46%
3 Year	13.97%	11.8%	11.8%
5 Year	13.86%	12.06%	12.06%

Scheme Name	Kotak Large Cap Fund - Growth	LIC MF Large Cap Fund-Growth	LIC MF Large Cap Fund-Regular Plan-Growth
Standard Deviation	12.13%	12.4%	12.4%
Sharp	0.60%	0.42%	0.42%
Beta	0.95%	0.98%	0.98%
Alpha	0.66%	-1.77%	-1.77%

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

Scheme Name	Kotak Large Cap Fund - Growth	LIC MF Large Cap Fund-Growth	LIC MF Large Cap Fund-Regular Plan-Growth
Others	8.12	3.95	3.95
Large Cap	79.33	81.42	81.42
Mid Cap	8.03	5.38	5.38
Small Cap	4.52	9.26	9.26

Scheme Name	Kotak Large Cap Fund - Growth	LIC MF Large Cap Fund-Growth	LIC MF Large Cap Fund-Regular Plan-Growth
Others	4.16	2.17	2.17
Communication Services	3.79	3.63	3.63
Energy	7.94	6.26	6.26
Technology	9.89	6.77	6.77
Consumer Cyclical	12.58	9.47	9.47
Industrials	8.81	14.37	14.37
Consumer Defensive	7.35	9	9
Basic Materials	8.06	7.16	7.16
Financial Services	28.85	30.24	30.24
Healthcare	4.63	6.38	6.38
Real Estate	0.9	-	-
Utilities	3.04	4.56	4.56