Kotak Bluechip Fund vs SBI Blue Chip Fund compare
Kotak Bluechip Fund - Growth
SBI Blue Chip Fund-Regular Plan Growth
Chart Comparison
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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