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)	₹9327 Cr	₹50447 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	1.75	1.5
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

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
1 Month	0.23%	-0.08%
6 Month	1.8%	1.65%
1 Year	18.84%	15.17%
3 Year	14.25%	14.01%
5 Year	16.73%	16.24%

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
6 Month	-	-
1 Year	10.52%	-
3 Year	18.26%	-
5 Year	18.79%	-

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	0.67%	0.66%
Beta	0.91%	0.88%
Alpha	1.04%	0.87%

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	4.34	5.14
Large Cap	83.85	80.43
Mid Cap	10.08	13.62
Small Cap	2.4	0.81

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
Others	4.34	5.14
Telecom - Services	3.35	2.69
Petroleum Products	6.45	4.68
IT - Software	12.16	9.04
Pharmaceuticals & Biotechnology	3.05	6.39
Construction	3.88	4.45
Retailing	2.63	1.92
Diversified FMCG	5.39	7.17
Non - Ferrous Metals	0.91	1.36
Banks	21.49	21.81
Aerospace & Defense	0.75	-
Cement & Cement Products	2.09	1.37
Ferrous Metals	1.18	0.91
Pharmaceuticals and Biotechnology	0.46	-
Realty	1.18	2.31
Automobiles	6.74	8.16
Personal Products	1.6	-
Finance	3.96	2.34
Fertilizers & Agrochemicals	1.3	0.77
Gas	0.86	-
Consumer Durables	2.1	-
Industrial Products	0.92	1
Auto Components	4.76	5.5
Chemicals & Petrochemicals	1.21	-
Healthcare Services	0.53	0.71
Transport Services	1.61	-
Power	3.84	-
Insurance	0.62	3.68
Beverages	1.31	-
Electrical Equipment	-	1.69
Diversified Metals	-	1.25
Food Products	-	2.95
Textiles & Apparels	-	2.71