Kotak Bluechip Fund vs SBI Blue Chip Fund compare

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)	₹9461 Cr	₹49182 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	29 Dec 1998	01 Feb 2006
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	BSE 100
Turn Over	14.49%	15%
Expense Ratio	1.74	1.52
Manager	Harsha Upadhyaya	Pradeep Kesavan
ISIN Code	INF174K01153	INF200K01180
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 1 year/365

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
1 Month	-5.75%	-5.41%
6 Month	5.23%	6.26%
1 Year	25.2%	21%
3 Year	11.72%	11.71%
5 Year	16.6%	16.21%

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
6 Month	-	-
1 Year	17.62%	17.3%
3 Year	19.53%	18.36%
5 Year	19.43%	18.97%

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
1 Year	15.83%	13.19%
3 Year	13.91%	12.27%
5 Year	13.65%	13.17%

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
Standard Deviation	11.55%	11.31%
Sharp	0.55%	0.57%
Beta	0.91%	0.88%
Alpha	0.63%	0.84%

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

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
Others	3.66	2.38
Large Cap	83.68	81.97
Mid Cap	9.95	14.74
Small Cap	2.41	0.91

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
Others	3.66	2.38
Telecom - Services	3.38	2.47
Petroleum Products	6.79	5.59
IT - Software	11.65	8.6
Pharmaceuticals & Biotechnology	3.74	5.22
Construction	3.54	4.47
Retailing	2.25	1.54
Diversified FMCG	5.66	6.16
Non - Ferrous Metals	1.01	1.41
Banks	20.43	21.35
Aerospace & Defense	0.74	-
Cement & Cement Products	2.39	3.08
Ferrous Metals	1.19	1.06
Realty	1.13	2.62
Insurance	0.9	3.63
Automobiles	6.39	8.22
Personal Products	1.51	-
Finance	4.03	4.28
Fertilizers & Agrochemicals	1.24	0.46
Consumer Durables	2.4	0.65
Gas	0.89	0.25
Industrial Products	0.95	2.57
Auto Components	5.11	6.02
Chemicals & Petrochemicals	1.29	-
Healthcare Services	0.51	0.67
Transport Services	1.81	-
Power	3.75	-
Beverages	1.36	-
Electrical Equipment	-	1.88
Food Products	-	2.9
Textiles & Apparels	-	2.52