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	Very High
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	0.69%	-0.63%
6 Month	18.56%	14.6%
1 Year	36.59%	35.69%
3 Year	16.49%	19.44%
5 Year	20.41%	22.06%

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
6 Month	-	-
1 Year	15.77%	16.86%
3 Year	33.55%	46.3%
5 Year	64.9%	87.78%

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
1 Year	20.58%	23.89%
3 Year	49.28%	65.98%
5 Year	70.83%	94.45%

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
Standard Deviation	11.55%	12.42%
Sharp	0.93%	1.16%
Beta	0.89%	0.96%
Alpha	0.95%	6.58%

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	4.36	0.74
Large Cap	83.24	83.62
Mid Cap	9.95	8.92
Small Cap	2.59	6.72

Scheme Name	Kotak Bluechip Fund - Growth	Nippon India Large Cap Fund- Growth Plan Bonus Option
Others	4.25	0.74
Telecom - Services	3.25	-
Petroleum Products	6.99	-
IT - Software	12.45	-
Pharmaceuticals & Biotechnology	3.94	-
Construction	3.65	3.68
Consumer Durables	2.87	-
Retailing	2.21	-
Diversified FMCG	4.84	-
Non - Ferrous Metals	0.88	-
Banks	19.84	-
Aerospace & Defense	0.81	-
Cement & Cement Products	2.23	-
Ferrous Metals	0.94	-
Realty	1.14	-
Other Electrical Equipment	0.02	-
Insurance	0.96	3.17
Automobiles	6.46	-
Personal Products	1.94	-
Finance	3.41	-
Fertilizers & Agrochemicals	1.35	-
Gas	0.96	-
Industrial Products	0.97	-
Auto Components	5.28	-
Chemicals & Petrochemicals	1.25	-
Healthcare Services	0.51	-
Transport Services	1.89	-
Power	3.54	-
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