SBI Blue Chip Fund vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
SBI Blue Chip Fund-Regular Plan Growth
Chart Comparison
Overview
Scheme Name | Kotak Bluechip Fund - Growth | SBI Blue Chip Fund-Regular Plan Growth |
---|---|---|
Fund | Kotak Bluechip Fund - Growth | SBI Blue Chip Fund-Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9268 Cr | ₹49128 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Dec 1998 | 14 Feb 2006 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | BSE 100 TRI |
Turn Over | 14.49% | 15% |
Expense Ratio | 1.74 | 1.51 |
Manager | Harsha Upadhyaya | Pradeep Kesavan |
ISIN Code | INF174K01153 | INF200K01180 |
Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Blue Chip Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | SBI Blue Chip Fund-Regular Plan Growth |
---|---|---|
1 Month | 3.46% | 3.01% |
6 Month | -0.96% | -0.95% |
1 Year | 9.15% | 9.9% |
3 Year | 14.91% | 14.46% |
5 Year | 21.46% | 21.28% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | SBI Blue Chip Fund-Regular Plan Growth |
---|---|---|
6 Month | 2.14% | 2.09% |
1 Year | -1.08% | -0.2% |
3 Year | 14.98% | 13.74% |
5 Year | 15.62% | 15.2% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | SBI Blue Chip Fund-Regular Plan Growth |
---|---|---|
1 Year | 15.88% | 13.25% |
3 Year | 13.9% | 12.31% |
5 Year | 13.72% | 13.28% |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | SBI Blue Chip Fund-Regular Plan Growth |
---|---|---|
Standard Deviation | 12.859% | 11.31% |
Sharp | 0.434% | 0.45% |
Beta | 0.925% | 0.89% |
Alpha | 0.048% | 0.97% |
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Fund Managers
Scheme Name | Kotak Bluechip Fund - Growth | SBI Blue Chip Fund-Regular Plan Growth |
---|---|---|
Name | Harsha Upadhyaya | Pradeep Kesavan |
Total AUM | ₹139411 Cr | ₹434274 Cr |
Funds Managed | 11 | 43 |
Kotak Bluechip Fund - Growth | SBI Blue Chip Fund-Regular Plan Growth |
Market Cap
Scheme Name |
Kotak Bluechip Fund - Growth |
SBI Blue Chip Fund-Regular Plan Growth |
---|---|---|
Others | 6.31 | 5.73 |
Large Cap | 81.03 | 81.07 |
Mid Cap | 8.33 | 11.61 |
Small Cap | 4.32 | 1.59 |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
SBI Blue Chip Fund-Regular Plan Growth |
---|---|---|
Others | 5.16 | 5.55 |
Communication Services | 3.4 | 2.87 |
Energy | 6.32 | 5.99 |
Technology | 13.08 | 9.14 |
Consumer Cyclical | 14.34 | 14.76 |
Healthcare | 3.86 | 6.33 |
Industrials | 7.9 | 7.58 |
Consumer Defensive | 8.37 | 9.76 |
Basic Materials | 6.99 | 5.47 |
Financial Services | 25.53 | 31.3 |
Real Estate | 1.08 | 1.24 |
Utilities | 3.98 | - |
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