LIC MF Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
LIC MF Large Cap Fund-Growth
LIC MF Large Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Bluechip Fund - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Kotak Bluechip Fund - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹9268 Cr | ₹1414 Cr | ₹1414 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 29 Dec 1998 | 15 Sep 1999 | 15 Sep 1999 |
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% | % | 35% |
Expense Ratio | 1.74 | 2.13 | 2.13 |
Manager | Harsha Upadhyaya | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF174K01153 | INF767K01105 | INF767K01105 |
Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 5.98% | 9.04% | 9.04% |
6 Month | -5.41% | -4.41% | -4.41% |
1 Year | 9.78% | 10.34% | 10.34% |
3 Year | 13.23% | 10% | 10% |
5 Year | 22.18% | 18.18% | 18.18% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | -2.93% | -1.09% | -1.09% |
1 Year | -8.93% | -6.41% | -6.41% |
3 Year | 11.62% | 10.07% | 10.07% |
5 Year | 13.62% | 11.17% | 11.17% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 15.88% | 11.9% | 11.9% |
3 Year | 13.9% | 11.76% | 11.76% |
5 Year | 13.72% | 11.94% | 11.94% |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 12.859% | 12.4% | 12.4% |
Sharp | 0.434% | 0.15% | 0.15% |
Beta | 0.925% | 1% | 1% |
Alpha | 0.048% | -3.27% | -3.27% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Bluechip Fund - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Harsha Upadhyaya | Sumit Bhatnagar | Sumit Bhatnagar |
Total AUM | ₹139411 Cr | ₹1786 Cr | ₹1786 Cr |
Funds Managed | 11 | 6 | 6 |
Kotak Bluechip Fund - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Bluechip Fund - Growth |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 6.31 | 3.99 | 3.99 |
Large Cap | 81.03 | 81.36 | 81.36 |
Mid Cap | 8.33 | 3.92 | 3.92 |
Small Cap | 4.32 | 10.73 | 10.73 |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 5.16 | 2.23 | 2.23 |
Communication Services | 3.4 | 3.68 | 3.68 |
Energy | 6.32 | 8.19 | 8.19 |
Technology | 13.08 | 7.61 | 7.61 |
Consumer Cyclical | 14.34 | 7.78 | 7.78 |
Healthcare | 3.86 | 5.21 | 5.21 |
Industrials | 7.9 | 15.01 | 15.01 |
Consumer Defensive | 8.37 | 8.78 | 8.78 |
Basic Materials | 6.99 | 5.91 | 5.91 |
Financial Services | 25.53 | 28.96 | 28.96 |
Real Estate | 1.08 | 0 | 0 |
Utilities | 3.98 | 6.65 | 6.65 |
Top Comparisons
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns6.65%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.84%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns18.5%
Sundaram Services Fund Regular Plan - Growth
3Y Returns15.83%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.8%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns6.84%
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns0%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns13.72%