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)	₹9461 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	1.74	1.62
Manager	Harsha Upadhyaya	Ashutosh Bhargava
ISIN Code	INF174K01153	INF204K01554
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/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	-5.75%	-5.26%
6 Month	5.23%	4.76%
1 Year	25.2%	28.13%
3 Year	11.72%	18.29%
5 Year	16.6%	19.32%

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
6 Month	-	-
1 Year	17.62%	18.7%
3 Year	19.53%	24.98%
5 Year	19.43%	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	0.55%	0.98%
Beta	0.91%	0.93%
Alpha	0.63%	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	3.66	0.74
Large Cap	83.68	83.62
Mid Cap	9.95	8.92
Small Cap	2.41	6.72

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
Others	3.66	0.74
Telecom - Services	3.38	-
Petroleum Products	6.79	-
IT - Software	11.65	-
Pharmaceuticals & Biotechnology	3.74	-
Construction	3.54	3.68
Retailing	2.25	-
Diversified FMCG	5.66	-
Non - Ferrous Metals	1.01	-
Banks	20.43	-
Aerospace & Defense	0.74	-
Cement & Cement Products	2.39	-
Ferrous Metals	1.19	-
Realty	1.13	-
Insurance	0.9	3.17
Automobiles	6.39	-
Personal Products	1.51	-
Finance	4.03	-
Fertilizers & Agrochemicals	1.24	-
Consumer Durables	2.4	-
Gas	0.89	-
Industrial Products	0.95	-
Auto Components	5.11	-
Chemicals & Petrochemicals	1.29	-
Healthcare Services	0.51	-
Transport Services	1.81	-
Power	3.75	-
Beverages	1.36	-
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