Axis Bluechip Fund vs Kotak Bluechip Fund compare

Overview

Scheme Name	Kotak Bluechip Fund - Growth	Axis Bluechip Fund - Regular Plan - Growth
Fund	Kotak Bluechip Fund - Growth	Axis Bluechip Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹9461 Cr	₹34523 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	29 Dec 1998	04 Jan 2010
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	BSE 100
Turn Over	14.49%	26%
Expense Ratio	1.74	1.56
Manager	Harsha Upadhyaya	Shreyash Devalkar
ISIN Code	INF174K01153	INF846K01164
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Kotak Bluechip Fund - Growth	Axis Bluechip Fund - Regular Plan - Growth
1 Month	-5.75%	-5.04%
6 Month	5.23%	3.1%
1 Year	25.2%	21.43%
3 Year	11.72%	6.03%
5 Year	16.6%	12.57%

Scheme Name	Kotak Bluechip Fund - Growth	Axis Bluechip Fund - Regular Plan - Growth
6 Month	-	-
1 Year	17.62%	12.47%
3 Year	19.53%	14.42%
5 Year	19.43%	13.97%

Scheme Name	Kotak Bluechip Fund - Growth	Axis Bluechip Fund - Regular Plan - Growth
1 Year	15.83%	12.87%
3 Year	13.91%	13.15%
5 Year	13.65%	13.76%

Scheme Name	Kotak Bluechip Fund - Growth	Axis Bluechip Fund - Regular Plan - Growth
Standard Deviation	11.55%	12.82%
Sharp	0.55%	0.11%
Beta	0.91%	0.95%
Alpha	0.63%	-5%

Scheme Name	Kotak Bluechip Fund - Growth	Axis Bluechip Fund - Regular Plan - Growth
Name	Harsha Upadhyaya	Shreyash Devalkar
Total AUM	₹139411 Cr	₹166770 Cr
Fund Manage	11	14
	Kotak Bluechip Fund - Growth	Axis Bluechip Fund - Regular Plan - Growth

Scheme Name	Kotak Bluechip Fund - Growth	Axis Bluechip Fund - Regular Plan - Growth
Others	3.66	6.72
Large Cap	83.68	91.27
Mid Cap	9.95	2
Small Cap	2.41	-

Scheme Name	Kotak Bluechip Fund - Growth	Axis Bluechip Fund - Regular Plan - Growth
Others	3.66	4.13
Telecom - Services	3.38	-
Petroleum Products	6.79	-
IT - Software	11.65	-
Pharmaceuticals & Biotechnology	3.74	-
Construction	3.54	4.31
Retailing	2.25	-
Diversified FMCG	5.66	-
Non - Ferrous Metals	1.01	-
Banks	20.43	-
Aerospace & Defense	0.74	-
Cement & Cement Products	2.39	-
Ferrous Metals	1.19	-
Realty	1.13	-
Insurance	0.9	0.68
Automobiles	6.39	-
Personal Products	1.51	-
Finance	4.03	-
Fertilizers & Agrochemicals	1.24	-
Consumer Durables	2.4	-
Gas	0.89	-
Industrial Products	0.95	-
Auto Components	5.11	-
Chemicals & Petrochemicals	1.29	-
Healthcare Services	0.51	-
Transport Services	1.81	-
Power	3.75	-
Beverages	1.36	-
Energy	-	10.1
Capital Goods	-	2.95
Technology	-	7.32
Financial	-	28.84
Healthcare	-	4.65
Services	-	11.41
Metals & Mining	-	0.96
Automobile	-	10.08
Consumer Staples	-	3.75
Consumer Discretionary	-	0.94
Chemicals	-	1.81
Communication	-	4.7
Materials	-	2.63
Unclassified	-	0.73