SBI Blue Chip Fund vs Kotak Bluechip Fund compare

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Kotak Bluechip Fund - Growth

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SBI Blue Chip Fund-Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	₹52251 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	1.5
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

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
1 Month	1.15%	1.32%
6 Month	-1.16%	-0.5%
1 Year	5.18%	5.83%
3 Year	18.91%	18.27%
5 Year	21.68%	21.46%

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
6 Month	6.89%	6.45%
1 Year	6.49%	6.84%
3 Year	15.64%	14.31%
5 Year	15.55%	15.01%

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
1 Year	15.64%	12.92%
3 Year	13.9%	12.39%
5 Year	13.8%	13.43%

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
Standard Deviation	12.859%	11.57%
Sharp	0.434%	0.86%
Beta	0.925%	0.86%
Alpha	0.048%	1.95%

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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

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
Others	6.31	6.74
Large Cap	81.03	80.34
Mid Cap	8.33	11.43
Small Cap	4.32	1.49

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
Others	5.16	6.74
Communication Services	3.4	-
Energy	6.32	-
Technology	13.08	-
Consumer Cyclical	14.34	-
Healthcare	3.86	-
Industrials	7.9	-
Consumer Defensive	8.37	-
Basic Materials	6.99	-
Financial Services	25.53	-
Real Estate	1.08	-
Utilities	3.98	-
Petroleum Products	-	7.99
IT - Software	-	7.75
Construction	-	4.85
Retailing	-	1.62
Diversified FMCG	-	3.4
Non - Ferrous Metals	-	1.35
Banks	-	28.51
Pharmaceuticals & Biotechnology	-	6.31
Automobiles	-	3.36
Cement & Cement Products	-	1.6
Auto Components	-	4.72
Finance	-	2.63
Gas	-	0.97
Electrical Equipment	-	1.12
Diversified Metals	-	1.12
Food Products	-	3.28
Realty	-	1.19
Telecom - Services	-	3
Fertilizers & Agrochemicals	-	0.81
Industrial Products	-	0.6
Insurance	-	3.84
Ferrous Metals	-	0.41
Textiles & Apparels	-	2.83