Invesco India Largecap Fund vs Kotak Bluechip Fund compare

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Kotak Bluechip Fund - Growth

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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	Very High
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

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
1 Month	5.78%	6.18%
6 Month	-8.96%	-10.27%
1 Year	6.17%	4.8%
3 Year	12.09%	12.13%
5 Year	24.97%	24.28%

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
6 Month	-2.82%	-5.05%
1 Year	-5.39%	-8.66%
3 Year	13.77%	14.72%
5 Year	15.3%	15.66%

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%

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
Standard Deviation	12.859%	12.81%
Sharp	0.434%	0.36%
Beta	0.925%	1%
Alpha	0.048%	-0.01%

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

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
Others	6.31	0.45
Large Cap	81.03	84.53
Mid Cap	8.33	9.14
Small Cap	4.32	5.88

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
Others	5.16	0.45
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	-	6.28
IT - Software	-	10.44
Finance	-	5.45
Consumer Durables	-	5.21
Banks	-	24.26
Automobiles	-	7.03
Aerospace & Defense	-	2.34
Auto Components	-	3.55
Ferrous Metals	-	0.74
Power	-	2.15
Electrical Equipment	-	1.66
Transport Services	-	0.66
Pharmaceuticals & Biotechnology	-	3.88
Agricultural Food & other Products	-	3.81
Beverages	-	4.15
Healthcare Equipment & Supplies	-	1.04
Food Products	-	2.46
Household Products	-	0.29
Telecom - Services	-	4.28
Financial Technology (Fintech)	-	0.53
Healthcare Services	-	1.44
Industrial Products	-	1.24
Chemicals & Petrochemicals	-	2.09
Capital Markets	-	0.44
Retailing	-	3.23
Industrial Manufacturing	-	0.9