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) | ₹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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Kotak Healthcare Fund - Regular (G)
3Y Returns0%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns20.71%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns25.49%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns23.87%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns24.62%
Nippon India Small Cap Fund Regular Growth
3Y Returns25.97%
HSBC Small Cap Fund Regular Growth
3Y Returns22.78%