Kotak Bluechip Fund vs Tata Large Cap Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Fund Kotak Bluechip Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹9461 Cr ₹2316 Cr ₹2316 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹100 ₹100
Min Addl Investment ₹100 ₹1000 ₹1000
Launch Date 29 Dec 1998 07 May 1998 07 May 1998
Category Large Cap Large Cap Large Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI NIFTY 100 TRI
Turn Over 14.49% 20.36% 20.36%
Expense Ratio 1.74 2.05 2.05
Manager Harsha Upadhyaya Kapil Malhotra Kapil Malhotra
ISIN Code INF174K01153 INF277K01931 INF277K01931
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Month -2.12% -1.42% -1.42%
6 Month 11.39% 8.95% 8.95%
1 Year 31.12% 31.71% 31.71%
3 Year 12.79% 12.52% 12.52%
5 Year 17.5% 16.67% 16.67%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
6 Month - - -
1 Year 15.77% 16.44% 16.44%
3 Year 33.55% 35.74% 35.74%
5 Year 64.9% 67.49% 67.49%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Year 12.12% 13.45% 13.45%
3 Year 14.26% 13.32% 13.32%
5 Year 14.75% 13.56% 13.56%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Standard Deviation 11.55% 12.66% 12.66%
Sharp 0.76% 0.73% 0.73%
Beta 0.9% 0.98% 0.98%
Alpha 0.96% 0.64% 0.64%

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Fund Managers

Scheme Name Kotak Bluechip Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Name Harsha Upadhyaya Kapil Malhotra Kapil Malhotra
Total AUM ₹139411 Cr ₹18472 Cr ₹18472 Cr
Fund Manage 11 7 7
Kotak Bluechip Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 3.66 1.57 1.57
Large Cap 83.68 86.91 86.91
Mid Cap 9.95 6.74 6.74
Small Cap 2.41 4.78 4.78

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 3.66 1.55 1.55
Telecom - Services 3.38 - -
Petroleum Products 6.79 - -
IT - Software 11.65 - -
Pharmaceuticals & Biotechnology 3.74 - -
Construction 3.54 5.73 5.73
Retailing 2.25 - -
Diversified FMCG 5.66 - -
Non - Ferrous Metals 1.01 - -
Banks 20.43 - -
Aerospace & Defense 0.74 - -
Cement & Cement Products 2.39 - -
Ferrous Metals 1.19 - -
Realty 1.13 - -
Insurance 0.9 0.7 0.7
Automobiles 6.39 - -
Personal Products 1.51 - -
Finance 4.03 - -
Fertilizers & Agrochemicals 1.24 - -
Consumer Durables 2.4 - -
Gas 0.89 - -
Industrial Products 0.95 - -
Auto Components 5.11 - -
Chemicals & Petrochemicals 1.29 - -
Healthcare Services 0.51 - -
Transport Services 1.81 - -
Power 3.75 - -
Beverages 1.36 - -
Materials - 3.91 3.91
Energy - 17.34 17.34
Capital Goods - 5.76 5.76
Technology - 8.66 8.66
Consumer Staples - 8.69 8.69
Metals & Mining - 2.31 2.31
Financial - 27.64 27.64
Healthcare - 6 6
Automobile - 6.34 6.34
Communication - 0.81 0.81
Services - 4.56 4.56

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