Nippon India Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
Nippon India Large Cap Fund- Growth Plan Bonus Option
Chart Comparison
Overview
| Scheme Name | Kotak Large Cap Fund - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Fund | Kotak Large Cap Fund - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹10427 Cr | ₹46463 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Dec 1998 | 08 Aug 2007 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | BSE 100 |
| Turn Over | 14.49% | 52% |
| Expense Ratio | 1.74 | 1.62 |
| Manager | Harsha Upadhyaya | Ashutosh Bhargava |
| ISIN Code | INF174K01153 | INF204K01554 |
| Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Exit load of 1% if redeemed within 7 days./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| 1 Month | 3.22% | - |
| 6 Month | 7.16% | - |
| 1 Year | 6.73% | - |
| 3 Year | 15.28% | - |
| 5 Year | 18.76% | - |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| 6 Month | 0.39% | - |
| 1 Year | 7.73% | - |
| 3 Year | 12.32% | - |
| 5 Year | 13.05% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| 1 Year | 15.22% | - |
| 3 Year | 14.04% | - |
| 5 Year | 13.89% | - |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Standard Deviation | 11.78% | 11.59% |
| Sharp | 0.72% | 1.02% |
| Beta | 0.95% | 0.92% |
| Alpha | 0.55% | 4.18% |
Fund Managers
| Scheme Name | Kotak Large Cap Fund - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Name | Harsha Upadhyaya | Ashutosh Bhargava |
| Total AUM | ₹139411 Cr | ₹121448 Cr |
| Funds Managed | 11 | 12 |
| Kotak Large Cap Fund - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Others | 7.54 | 0.74 |
| Large Cap | 79.46 | 83.62 |
| Mid Cap | 7.67 | 8.92 |
| Small Cap | 5.33 | 6.72 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Others | 3.37 | 0.74 |
| Communication Services | 3.69 | - |
| Energy | 7.86 | 13.71 |
| Technology | 9.47 | 5.82 |
| Consumer Cyclical | 13.93 | - |
| Industrials | 8.79 | - |
| Consumer Defensive | 7.44 | - |
| Basic Materials | 8.12 | - |
| Financial Services | 28.87 | - |
| Healthcare | 4.43 | 2.35 |
| Real Estate | 0.86 | - |
| Utilities | 3.17 | - |
| Capital Goods | - | 6.48 |
| Construction | - | 3.68 |
| Financial | - | 32.78 |
| Consumer Staples | - | 9.78 |
| Materials | - | 2.11 |
| Services | - | 7.57 |
| Metals & Mining | - | 2.31 |
| Automobile | - | 7.04 |
| Insurance | - | 3.17 |
| Communication | - | 1.02 |
| Diversified | - | 0.38 |
| Chemicals | - | 0.7 |
| Textiles | - | 0.36 |
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