Kotak Bluechip Fund vs Invesco India Largecap Fund compare
Kotak Bluechip Fund - Growth
Invesco India Largecap Fund - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | Invesco India Largecap Fund - Growth |
---|---|---|
1 Month | 5.56% | 5.85% |
6 Month | -11.28% | -12.93% |
1 Year | 5.66% | 4.6% |
3 Year | 11.95% | 11.9% |
5 Year | 24.18% | 23.7% |
SIP Return Analysis
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% |
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 | 12.859% | 12.81% |
Sharp | 0.434% | 0.36% |
Beta | 0.925% | 1% |
Alpha | 0.048% | -0.01% |
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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 |
Funds Managed | 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 | 6.31 | 0.45 |
Large Cap | 81.03 | 83.49 |
Mid Cap | 8.33 | 8.81 |
Small Cap | 4.32 | 7.25 |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
Invesco India Largecap Fund - Growth |
---|---|---|
Others | 5.16 | 0.45 |
Communication Services | 3.4 | 3.93 |
Energy | 6.32 | 6.69 |
Technology | 13.08 | 13.91 |
Consumer Cyclical | 14.34 | 17.18 |
Healthcare | 3.86 | 5.67 |
Industrials | 7.9 | 10.72 |
Consumer Defensive | 8.37 | 10.31 |
Basic Materials | 6.99 | 1.15 |
Financial Services | 25.53 | 27.46 |
Real Estate | 1.08 | - |
Utilities | 3.98 | 2.51 |
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