Tata Large Cap Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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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 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 Very High
Asset Size (Cr) ₹8849 Cr ₹2316 Cr ₹2316 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 2.05 2.05
Manager Harsha Upadhyaya Kapil Malhotra Kapil Malhotra
ISIN Code INF174K01153 INF277K01931 INF277K01931
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Month 0.69% 2.87% 2.87%
6 Month 18.56% 13.44% 13.44%
1 Year 36.59% 34.08% 34.08%
3 Year 16.49% 15.6% 15.6%
5 Year 20.41% 19.36% 19.36%

SIP Return Analysis

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 15.77% 16.44% 16.44%
3 Year 33.55% 35.74% 35.74%
5 Year 64.9% 67.49% 67.49%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Year 20.58% 20.39% 20.39%
3 Year 49.28% 50.56% 50.56%
5 Year 70.83% 72.58% 72.58%

Risk Management

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 0.93% 0.93% 0.93%
Beta 0.89% 0.96% 0.96%
Alpha 0.95% 0.95% 0.95%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Large Cap 79.3 86.91 86.91
Mid Cap 15.4 6.74 6.74
Others 3 1.57 1.57
Small Cap 2.35 4.78 4.78

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Financial 24.42 27.64 27.64
Energy 11.14 17.34 17.34
Construction 5.57 5.73 5.73
Technology 9.64 8.66 8.66
Automobile 12.58 6.34 6.34
Communication 3.38 0.81 0.81
Consumer Staples 8.51 8.69 8.69
Materials 3.28 3.91 3.91
Healthcare 4.47 6 6
Services 4.66 4.56 4.56
Metals & Mining 2.67 2.31 2.31
Chemicals 2.42 - -
Consumer Discretionary 2.16 - -
Others 1.12 1.55 1.55
Capital Goods 2.49 5.76 5.76
Insurance 0.98 0.7 0.7
Unclassified 0.56 - -

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