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Axis Bluechip Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon Axis Bluechip 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 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 Risk Very High Risk
Asset Size (Cr) ₹9268 Cr ₹32271 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Dec 1998 05 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 1.59
Manager Harsha Upadhyaya Shreyash Devalkar
ISIN Code INF174K01153 INF846K01164
Exits Load Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis Bluechip Fund - 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 Axis Bluechip Fund - Regular Plan - Growth
1 Month -2.04% -0.25%
6 Month -9.04% -7.14%
1 Year 6.3% 6.01%
3 Year 12% 7.75%
5 Year 14.99% 10.67%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth Axis Bluechip Fund - Regular Plan - Growth
6 Month - -
1 Year -5.56% -3.42%
3 Year 12.64% 10.48%
5 Year 15.09% 11.18%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Axis Bluechip Fund - Regular Plan - Growth
1 Year 15.88% 13.04%
3 Year 13.9% 13.03%
5 Year 13.72% 13.68%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth Axis Bluechip Fund - Regular Plan - Growth
Standard Deviation 12.419% 12.82%
Sharp 0.522% 0.16%
Beta 0.925% 0.94%
Alpha -0.21% -3.6%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

Axis Bluechip Fund - Regular Plan - Growth

Others 4.34 8.19
Large Cap 83.85 86.65
Mid Cap 10.08 5.12
Small Cap 2.4 -

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

Axis Bluechip Fund - Regular Plan - Growth

Others 4.34 8.19
Telecom - Services 3.35 5.29
Petroleum Products 6.45 3.37
IT - Software 12.16 8.94
Pharmaceuticals & Biotechnology 3.05 5.63
Construction 3.88 2.5
Retailing 2.63 8.82
Diversified FMCG 5.39 1.63
Non - Ferrous Metals 0.91 -
Banks 21.49 21.4
Aerospace & Defense 0.75 0.91
Cement & Cement Products 2.09 2.38
Ferrous Metals 1.18 -
Pharmaceuticals and Biotechnology 0.46 -
Realty 1.18 0.38
Automobiles 6.74 8.18
Personal Products 1.6 0.52
Finance 3.96 6.73
Fertilizers & Agrochemicals 1.3 -
Gas 0.86 -
Consumer Durables 2.1 0.69
Industrial Products 0.92 -
Auto Components 4.76 0.65
Chemicals & Petrochemicals 1.21 2.09
Healthcare Services 0.53 1.06
Transport Services 1.61 2.77
Power 3.84 2.26
Insurance 0.62 1.9
Beverages 1.31 0.59
Electrical Equipment - 0.83
Leisure Services - 1.42
Agricultural Food & other Products - 0.27
Food Products - 0.56

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