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 | 3.04% | 4.24% |
6 Month | -4.05% | -4.98% |
1 Year | 11.25% | 11.18% |
3 Year | 13.9% | 14.8% |
5 Year | 23.21% | 22.96% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | Invesco India Largecap Fund - Growth |
---|---|---|
6 Month | 1.07% | 0.73% |
1 Year | -1.73% | -2.56% |
3 Year | 14.45% | 16.25% |
5 Year | 15.35% | 16.29% |
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% | 0.4% |
Beta | 0.925% | 1.01% |
Alpha | 0.048% | 0.57% |
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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 | 0.43 |
Large Cap | 81.03 | 84.52 |
Mid Cap | 8.33 | 9.16 |
Small Cap | 4.32 | 5.89 |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
Invesco India Largecap Fund - Growth |
---|---|---|
Others | 5.16 | 0.43 |
Communication Services | 3.4 | 4.28 |
Energy | 6.32 | 6.28 |
Technology | 13.08 | 12.27 |
Consumer Cyclical | 14.34 | 16.66 |
Healthcare | 3.86 | 6.36 |
Industrials | 7.9 | 9.19 |
Consumer Defensive | 8.37 | 10.41 |
Basic Materials | 6.99 | 1.26 |
Financial Services | 25.53 | 30.7 |
Real Estate | 1.08 | - |
Utilities | 3.98 | 2.15 |
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