Kotak Bluechip Fund vs Nippon India Large Cap Fund compare

Overview

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
Fund	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹9327 Cr	₹29485 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	29 Dec 1998	08 Aug 2007
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	BSE 100
Turn Over	14.49%	52%
Expense Ratio	1.75	1.62
Manager	Harsha Upadhyaya	Ashutosh Bhargava
ISIN Code	INF174K01153	INF204K01554
Exits Load	Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Exit load of 1% if redeemed within 7 days./365

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
1 Month	1.46%	-5.26%
6 Month	1.64%	4.76%
1 Year	17.52%	28.13%
3 Year	14.05%	18.29%
5 Year	16.64%	19.32%

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
6 Month	-	-
1 Year	10.52%	18.7%
3 Year	18.26%	24.98%
5 Year	18.79%	24.96%

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
1 Year	15.83%	12.73%
3 Year	13.91%	13.72%
5 Year	13.65%	14.17%

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
Standard Deviation	11.55%	12.42%
Sharp	0.67%	0.98%
Beta	0.91%	0.93%
Alpha	1.04%	6.39%

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
Name	Harsha Upadhyaya	Ashutosh Bhargava
Total AUM	₹139411 Cr	₹121448 Cr
Fund Manage	11	12
	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
Others	4.34	0.74
Large Cap	83.85	83.62
Mid Cap	10.08	8.92
Small Cap	2.4	6.72

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
Others	4.34	0.74
Telecom - Services	3.35	-
Petroleum Products	6.45	-
IT - Software	12.16	-
Pharmaceuticals & Biotechnology	3.05	-
Construction	3.88	3.68
Retailing	2.63	-
Diversified FMCG	5.39	-
Non - Ferrous Metals	0.91	-
Banks	21.49	-
Aerospace & Defense	0.75	-
Cement & Cement Products	2.09	-
Ferrous Metals	1.18	-
Pharmaceuticals and Biotechnology	0.46	-
Realty	1.18	-
Automobiles	6.74	-
Personal Products	1.6	-
Finance	3.96	-
Fertilizers & Agrochemicals	1.3	-
Gas	0.86	-
Consumer Durables	2.1	-
Industrial Products	0.92	-
Auto Components	4.76	-
Chemicals & Petrochemicals	1.21	-
Healthcare Services	0.53	-
Transport Services	1.61	-
Power	3.84	-
Insurance	0.62	3.17
Beverages	1.31	-
Energy	-	13.71
Capital Goods	-	6.48
Technology	-	5.82
Financial	-	32.78
Consumer Staples	-	9.78
Healthcare	-	2.35
Materials	-	2.11
Services	-	7.57
Metals & Mining	-	2.31
Automobile	-	7.04
Communication	-	1.02
Diversified	-	0.38
Chemicals	-	0.7
Textiles	-	0.36