SBI Blue Chip Fund vs Kotak Bluechip Fund compare

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Kotak Bluechip Fund - Growth

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SBI Blue Chip Fund-Regular Plan Growth

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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	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 Risk	Very High Risk
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

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
1 Month	-2.04%	-2.21%
6 Month	-9.04%	-7.77%
1 Year	6.3%	7.77%
3 Year	12%	11.97%
5 Year	14.99%	14.93%

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
6 Month	-	-
1 Year	-6.59%	-5.03%
3 Year	12.45%	11.55%
5 Year	15.23%	14.98%

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%

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
Standard Deviation	12.419%	11.31%
Sharp	0.522%	0.51%
Beta	0.925%	0.88%
Alpha	-0.21%	0.74%

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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