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Kotak Bluechip Fund vs SBI Blue Chip Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon SBI Blue Chip Fund-Regular Plan 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 SBI Blue Chip Fund-Regular Plan Growth
Fund Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9268 Cr ₹49128 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Dec 1998 14 Feb 2006
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI BSE 100 TRI
Turn Over 14.49% 15%
Expense Ratio 1.74 1.51
Manager Harsha Upadhyaya Pradeep Kesavan
ISIN Code INF174K01153 INF200K01180
Exits Load Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 SBI Blue Chip Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
1 Month -2.67% -2.25%
6 Month -11.22% -9.46%
1 Year 3.46% 5.28%
3 Year 13.1% 12.85%
5 Year 17.91% 17.74%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
6 Month -7.97% -7.19%
1 Year -12.89% -11.02%
3 Year 10.61% 9.74%
5 Year 13.55% 13.31%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
1 Year 15.88% 13.25%
3 Year 13.9% 12.31%
5 Year 13.72% 13.28%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
Standard Deviation 12.859% 12.494%
Sharp 0.434% 0.437%
Beta 0.925% 0.893%
Alpha 0.048% 0.121%

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Fund Managers

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
Name Harsha Upadhyaya Pradeep Kesavan
Total AUM ₹139411 Cr ₹434274 Cr
Fund Manage 11 43
Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

SBI Blue Chip Fund-Regular Plan Growth

Others 6.31427 5.82772
Large Cap 81.03419 80.33039
Mid Cap 8.32807 12.08589
Small Cap 4.3235 1.75604

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

SBI Blue Chip Fund-Regular Plan Growth

Others 5.16157 5.66088
Communication Services 3.39704 2.78838
Energy 6.31803 5.15488
Technology 13.07686 9.78891
Consumer Cyclical 14.3365 15.25407
Healthcare 3.85595 6.31917
Industrials 7.89833 8.22034
Consumer Defensive 8.3707 10.2626
Basic Materials 6.99436 5.16325
Financial Services 25.53038 30.02267
Real Estate 1.07564 1.36489
Utilities 3.98467 -

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