Invesco India Largecap Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Bluechip 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 Very High
Asset Size (Cr) ₹8849 Cr ₹1144 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 1.75 2.11
Manager Harsha Upadhyaya Hiten Jain
ISIN Code INF174K01153 INF205K01304
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
1 Month 0.69% 6.12%
6 Month 18.56% 24.37%
1 Year 36.59% 39.91%
3 Year 16.49% 17.32%
5 Year 20.41% 20.78%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
6 Month - -
1 Year 15.77% 16.1%
3 Year 33.55% 35.52%
5 Year 64.9% 65.79%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
1 Year 20.58% 20.5%
3 Year 49.28% 50.51%
5 Year 70.83% 74.23%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
Standard Deviation 11.55% 12.81%
Sharp 0.93% 0.81%
Beta 0.89% 0.98%
Alpha 0.95% 1.72%

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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 3 2.01
Large Cap 79.3 81.07
Mid Cap 15.4 8.51
Small Cap 2.35 8.41

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

Invesco India Largecap Fund - Growth

Others 1.12 1.18
Financial 24.42 27.72
Communication 3.38 1.16
Energy 11.14 11.31
Technology 9.64 10.14
Healthcare 4.47 5.82
Construction 5.57 1.26
Consumer Staples 8.51 11.45
Metals & Mining 2.67 -
Capital Goods 2.49 10.54
Materials 3.28 1.1
Insurance 0.98 0.91
Automobile 12.58 6.33
Services 4.66 6.99
Chemicals 2.42 1.52
Consumer Discretionary 2.16 2.57
Unclassified 0.56 -

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