Tata Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Kotak Bluechip Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Kotak Bluechip Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Average |
| Asset Size (Cr) | ₹9327 Cr | ₹2415 Cr | ₹2415 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 29 Dec 1998 | 07 May 1998 | 07 May 1998 |
| 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% | 20.36% | 20.36% |
| Expense Ratio | 1.75 | 2.04 | 2.04 |
| Manager | Harsha Upadhyaya | Kapil Malhotra | Kapil Malhotra |
| ISIN Code | INF174K01153 | INF277K01931 | INF277K01931 |
| Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap 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 | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -4.15% | -2.82% | -2.82% |
| 6 Month | -5.84% | -6.37% | -6.37% |
| 1 Year | 11.12% | 9.68% | 9.68% |
| 3 Year | 11.44% | 11.69% | 11.69% |
| 5 Year | 15.51% | 15.19% | 15.19% |
| Scheme Name | Kotak Bluechip Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 1.59% | -1.01% | -1.01% |
| 3 Year | 15.25% | 14.74% | 14.74% |
| 5 Year | 16.84% | 16.92% | 16.92% |
| Scheme Name | Kotak Bluechip Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 15.83% | 13.29% | 13.29% |
| 3 Year | 13.91% | 13.26% | 13.26% |
| 5 Year | 13.65% | 13.56% | 13.56% |
| Scheme Name | Kotak Bluechip Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 11.55% | 12.66% | 12.66% |
| Sharp | 0.54% | 0.49% | 0.49% |
| Beta | 0.9% | 0.98% | 0.98% |
| Alpha | 1.13% | 0.56% | 0.56% |
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| Scheme Name | Kotak Bluechip Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Name | Harsha Upadhyaya | Kapil Malhotra | Kapil Malhotra |
| Total AUM | ₹139411 Cr | ₹18472 Cr | ₹18472 Cr |
| Fund Manage | 11 | 7 | 7 |
| Kotak Bluechip Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
| Scheme Name |
Kotak Bluechip Fund - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 4.34 | 3.07 | 3.07 |
| Large Cap | 83.85 | 83.72 | 83.72 |
| Mid Cap | 10.08 | 7.34 | 7.34 |
| Small Cap | 2.4 | 5.87 | 5.87 |
| Scheme Name |
Kotak Bluechip Fund - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 4.34 | 3.07 | 3.07 |
| Telecom - Services | 3.35 | 0.67 | 0.67 |
| Petroleum Products | 6.45 | 6.57 | 6.57 |
| IT - Software | 12.16 | 9.69 | 9.69 |
| Pharmaceuticals & Biotechnology | 3.05 | 7.72 | 7.72 |
| Construction | 3.88 | 4.06 | 4.06 |
| Retailing | 2.63 | - | - |
| Diversified FMCG | 5.39 | 2.3 | 2.3 |
| Non - Ferrous Metals | 0.91 | - | - |
| Banks | 21.49 | 22.96 | 22.96 |
| Aerospace & Defense | 0.75 | - | - |
| Cement & Cement Products | 2.09 | 1.96 | 1.96 |
| Ferrous Metals | 1.18 | 0.96 | 0.96 |
| Pharmaceuticals and Biotechnology | 0.46 | - | - |
| Realty | 1.18 | 1.02 | 1.02 |
| Automobiles | 6.74 | 6.61 | 6.61 |
| Personal Products | 1.6 | 3.6 | 3.6 |
| Finance | 3.96 | 3.57 | 3.57 |
| Fertilizers & Agrochemicals | 1.3 | - | - |
| Gas | 0.86 | 1.24 | 1.24 |
| Consumer Durables | 2.1 | 2.97 | 2.97 |
| Industrial Products | 0.92 | - | - |
| Auto Components | 4.76 | - | - |
| Chemicals & Petrochemicals | 1.21 | - | - |
| Healthcare Services | 0.53 | - | - |
| Transport Services | 1.61 | 0.67 | 0.67 |
| Power | 3.84 | 7.26 | 7.26 |
| Insurance | 0.62 | 1.64 | 1.64 |
| Beverages | 1.31 | - | - |
| Electrical Equipment | - | 2.83 | 2.83 |
| Capital Markets | - | 1.56 | 1.56 |
| IT - Services | - | 1.22 | 1.22 |
| Agricultural Food & other Products | - | 1.72 | 1.72 |
| Diversified Metals | - | 1.23 | 1.23 |
| Industrial Manufacturing | - | 0.85 | 0.85 |
| Transport Infrastructure | - | 1.4 | 1.4 |
| Food Products | - | 0.65 | 0.65 |
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