Kotak Bluechip Fund vs Invesco India Largecap 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 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% 5.81%
6 Month 18.56% 19.18%
1 Year 36.59% 39.81%
3 Year 16.49% 16.69%
5 Year 20.41% 20.74%

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% 0.91%
Beta 0.89% 0.95%
Alpha 0.95% 0.94%

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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

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

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

Invesco India Largecap Fund - Growth

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

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