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
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) | ₹9268 Cr | ₹2408 Cr | ₹2408 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 | 1.74 | 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 |
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 | 7.06% | 6.89% | 6.89% |
6 Month | -10.93% | -10.42% | -10.42% |
1 Year | 7.95% | 6.52% | 6.52% |
3 Year | 13.6% | 13.39% | 13.39% |
5 Year | 23.55% | 23.42% | 23.42% |
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 | -2.82% | -2.17% | -2.17% |
1 Year | -5.39% | -6.1% | -6.1% |
3 Year | 13.77% | 13.68% | 13.68% |
5 Year | 15.3% | 15.73% | 15.73% |
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 | 15.88% | 13.34% | 13.34% |
3 Year | 13.9% | 13.25% | 13.25% |
5 Year | 13.72% | 13.65% | 13.65% |
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 | 12.859% | 12.66% | 12.66% |
Sharp | 0.434% | 0.41% | 0.41% |
Beta | 0.925% | 0.97% | 0.97% |
Alpha | 0.048% | 0.51% | 0.51% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 |
---|---|---|---|
Others | 6.31 | 1.95 | 1.95 |
Large Cap | 81.03 | 82.52 | 82.52 |
Mid Cap | 8.33 | 10.83 | 10.83 |
Small Cap | 4.32 | 4.69 | 4.69 |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 5.16 | 1.95 | 1.95 |
Communication Services | 3.4 | 2.88 | 2.88 |
Energy | 6.32 | 5.27 | 5.27 |
Technology | 13.08 | 9.77 | 9.77 |
Consumer Cyclical | 14.34 | 7.93 | 7.93 |
Healthcare | 3.86 | 7.01 | 7.01 |
Industrials | 7.9 | 11.63 | 11.63 |
Consumer Defensive | 8.37 | 6.15 | 6.15 |
Basic Materials | 6.99 | 4.82 | 4.82 |
Financial Services | 25.53 | 35.45 | 35.45 |
Real Estate | 1.08 | 0.93 | 0.93 |
Utilities | 3.98 | 6.22 | 6.22 |
Top Comparisons
LIC MF Overnight Fund Regular - Growth
3Y Returns6.16%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.23%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns18.46%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns2.14%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns16.67%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns11.66%
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.08%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns8.36%