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Invesco India Largecap Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon Invesco India Largecap Fund - 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 Invesco India Largecap Fund - Growth
Fund Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹9268 Cr ₹1301 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 29 Dec 1998 21 Aug 2009
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI
Turn Over 14.49% 56%
Expense Ratio 1.74 2.09
Manager Harsha Upadhyaya Hiten Jain
ISIN Code INF174K01153 INF205K01304
Exits Load Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
1 Month -2.04% -4.41%
6 Month -9.04% -11.46%
1 Year 6.3% 4.7%
3 Year 12% 11.58%
5 Year 14.99% 14.37%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
6 Month - -
1 Year -5.56% -8.22%
3 Year 12.64% 13.68%
5 Year 15.09% 15.52%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
1 Year 15.88% 11.6%
3 Year 13.9% 12.85%
5 Year 13.72% 12.99%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
Standard Deviation 12.419% 12.81%
Sharp 0.522% 0.43%
Beta 0.925% 0.99%
Alpha -0.21% -0.1%

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Fund Managers

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
Name Harsha Upadhyaya Hiten Jain
Total AUM ₹139411 Cr ₹4078 Cr
Fund Manage 11 4
Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

Invesco India Largecap Fund - Growth

Others 4.34 1.04
Large Cap 83.85 82.18
Mid Cap 10.08 8.9
Small Cap 2.4 7.88

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

Invesco India Largecap Fund - Growth

Others 4.34 1.04
Telecom - Services 3.35 2.97
Petroleum Products 6.45 6.61
IT - Software 12.16 10.75
Pharmaceuticals & Biotechnology 3.05 3.31
Construction 3.88 -
Retailing 2.63 4.03
Diversified FMCG 5.39 -
Non - Ferrous Metals 0.91 -
Banks 21.49 22.34
Aerospace & Defense 0.75 4.14
Cement & Cement Products 2.09 -
Ferrous Metals 1.18 -
Pharmaceuticals and Biotechnology 0.46 -
Realty 1.18 -
Automobiles 6.74 5.96
Personal Products 1.6 -
Finance 3.96 4.06
Fertilizers & Agrochemicals 1.3 1.08
Gas 0.86 -
Consumer Durables 2.1 6.78
Industrial Products 0.92 1.08
Auto Components 4.76 2.2
Chemicals & Petrochemicals 1.21 -
Healthcare Services 0.53 2.56
Transport Services 1.61 1.14
Power 3.84 1.98
Insurance 0.62 0.75
Beverages 1.31 3.74
Electrical Equipment - 3.29
Capital Markets - 2.07
Agricultural Food & other Products - 3.26
Healthcare Equipment & Supplies - 0.43
Food Products - 1.17
Household Products - 0.98
Financial Technology (Fintech) - 1.41
Industrial Manufacturing - 0.87

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