SBI Blue Chip Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon 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 Very High
Asset Size (Cr) ₹9461 Cr ₹49182 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Dec 1998 01 Feb 2006
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI BSE 100
Turn Over 14.49% 15%
Expense Ratio 1.74 1.52
Manager Harsha Upadhyaya Pradeep Kesavan
ISIN Code INF174K01153 INF200K01180
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
1 Month -6.36% -5.43%
6 Month 9.59% 10.54%
1 Year 33.42% 29.01%
3 Year 13.05% 13.1%
5 Year 17.51% 16.79%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
6 Month - -
1 Year 15.77% 12.56%
3 Year 33.55% 30.19%
5 Year 64.9% 60.96%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
1 Year 12.12% 13.34%
3 Year 14.26% 12.28%
5 Year 14.75% 13.2%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth SBI Blue Chip Fund-Regular Plan Growth
Standard Deviation 11.55% 11.31%
Sharp 0.76% 0.75%
Beta 0.9% 0.9%
Alpha 0.96% 1.3%

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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 3.66 2.38
Large Cap 83.68 81.97
Mid Cap 9.95 14.74
Small Cap 2.41 0.91

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

SBI Blue Chip Fund-Regular Plan Growth

Others 3.66 2.38
Telecom - Services 3.38 2.47
Petroleum Products 6.79 5.59
IT - Software 11.65 8.6
Pharmaceuticals & Biotechnology 3.74 5.22
Construction 3.54 4.47
Retailing 2.25 1.54
Diversified FMCG 5.66 6.16
Non - Ferrous Metals 1.01 1.41
Banks 20.43 21.35
Aerospace & Defense 0.74 -
Cement & Cement Products 2.39 3.08
Ferrous Metals 1.19 1.06
Realty 1.13 2.62
Insurance 0.9 3.63
Automobiles 6.39 8.22
Personal Products 1.51 -
Finance 4.03 4.28
Fertilizers & Agrochemicals 1.24 0.46
Consumer Durables 2.4 0.65
Gas 0.89 0.25
Industrial Products 0.95 2.57
Auto Components 5.11 6.02
Chemicals & Petrochemicals 1.29 -
Healthcare Services 0.51 0.67
Transport Services 1.81 -
Power 3.75 -
Beverages 1.36 -
Electrical Equipment - 1.88
Food Products - 2.9
Textiles & Apparels - 2.52

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