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 | -4.81% | -5.38% | -5.38% |
6 Month | -10.55% | -12.48% | -12.48% |
1 Year | 3.21% | 1.13% | 1.13% |
3 Year | 15.08% | 10.17% | 10.17% |
5 Year | 16.89% | 11.93% | 11.93% |
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 | -7.97% | -9.14% | -9.14% |
1 Year | -12.1% | -14.71% | -14.71% |
3 Year | 10.88% | 7.34% | 7.34% |
5 Year | 13.83% | 10.1% | 10.1% |
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 | 12.419% | 12.4% | 12.4% |
Sharp | 0.522% | 0.23% | 0.23% |
Beta | 0.925% | 0.94% | 0.94% |
Alpha | -0.21% | -2.77% | -2.77% |
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 |
Fund Manage | 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 | 6.31427 | 3.99048 | 3.99048 |
Large Cap | 81.03419 | 81.36253 | 81.36253 |
Mid Cap | 8.32807 | 3.91534 | 3.91534 |
Small Cap | 4.3235 | 10.73165 | 10.73165 |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 5.16157 | 2.22943 | 2.22943 |
Communication Services | 3.39704 | 3.67573 | 3.67573 |
Energy | 6.31803 | 8.18732 | 8.18732 |
Technology | 13.07686 | 7.61284 | 7.61284 |
Consumer Cyclical | 14.3365 | 7.77952 | 7.77952 |
Healthcare | 3.85595 | 5.20548 | 5.20548 |
Industrials | 7.89833 | 15.00959 | 15.00959 |
Consumer Defensive | 8.3707 | 8.77689 | 8.77689 |
Basic Materials | 6.99436 | 5.91105 | 5.91105 |
Financial Services | 25.53038 | 28.95818 | 28.95818 |
Real Estate | 1.07564 | 0 | 0 |
Utilities | 3.98467 | 6.65397 | 6.65397 |
Top Comparisons
Franklin India Smaller Companies Fund-Growth
3Y Returns22.28%
Nippon India Small Cap Fund Regular Growth
3Y Returns23.78%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.62%
Mirae Asset Liquid Fund - Growth
3Y Returns6.61%
UTI MMF - Regular Plan - Growth Option
3Y Returns6.87%
HSBC Money Market Fund - Regular Growth
3Y Returns6.38%
Taurus Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns14.75%
Invesco India Financial Services Fund - Retail Growth
3Y Returns19.67%