SBI Blue Chip Fund vs Kotak Bluechip Fund compare

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)	₹8849 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	1.75	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

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
1 Month	0.69%	5.52%
6 Month	18.56%	20.4%
1 Year	36.59%	28.21%
3 Year	16.49%	15.35%
5 Year	20.41%	19.35%

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%

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
1 Year	20.58%	19.79%
3 Year	49.28%	47.75%
5 Year	70.83%	66.43%

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
Standard Deviation	11.55%	11.31%
Sharp	0.93%	0.76%
Beta	0.89%	0.9%
Alpha	0.95%	1.19%

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	3	2.38
Large Cap	79.3	81.97
Mid Cap	15.4	14.74
Small Cap	2.35	0.91

Scheme Name	Kotak Bluechip Fund - Growth	SBI Blue Chip Fund-Regular Plan Growth
Others	1.12	2.38
Financial	24.42	-
Communication	3.38	-
Energy	11.14	-
Technology	9.64	-
Healthcare	4.47	-
Construction	5.57	4.47
Consumer Staples	8.51	-
Metals & Mining	2.67	-
Capital Goods	2.49	-
Materials	3.28	-
Insurance	0.98	3.63
Automobile	12.58	-
Services	4.66	-
Chemicals	2.42	-
Consumer Discretionary	2.16	-
Unclassified	0.56	-
Petroleum Products	-	5.59
IT - Software	-	8.6
Consumer Durables	-	0.65
Healthcare Services	-	0.67
Diversified FMCG	-	6.16
Non - Ferrous Metals	-	1.41
Banks	-	21.35
Pharmaceuticals & Biotechnology	-	5.22
Automobiles	-	8.22
Cement & Cement Products	-	3.08
Auto Components	-	6.02
Finance	-	4.28
Gas	-	0.25
Electrical Equipment	-	1.88
Retailing	-	1.54
Food Products	-	2.9
Realty	-	2.62
Industrial Products	-	2.57
Telecom - Services	-	2.47
Fertilizers & Agrochemicals	-	0.46
Ferrous Metals	-	1.06
Textiles & Apparels	-	2.52