Compare SBI Bluechip Direct Plan Growth vs Kotak Bluechip Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Bluechip Direct Plan GrowthEquity
Large Cap
3.0
Kotak Bluechip Fund Direct GrowthEquity
Large Cap
4.0
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SBI Bluechip Direct Plan Growth

(6.4%)

Kotak Bluechip Fund Direct Growth

(4.7%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹100
-
Expense Ratio
0.89%
0.62%
-
NAV
₹91.1 (13-Mar-2025)
₹578.0 (13-Mar-2025)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹46,140Cr
₹8,718Cr
-
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
-

Returns

1Y
6.4%
4.7%
-
3Y
13.6%
14.4%
-
5Y
20.7%
21.3%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.89%2.Consistently higher annualised returns than category average for the past 1Y and 3Y
1.Consistently higher annualised returns than category average for the past 1Y and 3Y2.Lower expense ratio: 0.62%
-

Cons
1.5Y annualised returns lower than category average by 1.27%
1.5Y annualised returns lower than category average by 0.53%
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
9.6%
ICICI Bank Ltd.
7.4%
Larsen & Toubro Ltd.
5.4%
Infosys Ltd.
5.2%
Reliance Industries Ltd.
4.9%
Tata Consultancy Services Ltd.
3.8%
ITC Ltd.
3.6%
Kotak Mahindra Bank Ltd.
3.6%
Britannia Industries Ltd.
3.2%
Divi's Laboratories Ltd.
3.1%
Name
Assets
HDFC Bank Ltd.
6.9%
ICICI Bank Ltd.
6.2%
Infosys Ltd.
5.4%
Reliance Industries Ltd.
5.2%
Larsen & Toubro Ltd.
3.8%
Mahindra & Mahindra Ltd.
3.5%
Bharti Airtel Ltd.
3.3%
ITC Ltd.
3.1%
State Bank of India
2.9%
Axis Bank Ltd.
2.8%
-

Fund Manager

Name
Saurabh Pant
Rohit Tandon
-
Education
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
Mr. Tandon has done B.E.(Mechanical) and PGDM from IIM-B
-
Experience
He has been associated with SBI Mutual Fund since 2007.
Prior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India
-

About Fund

Description
SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.
Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.
-
Launch Date
29 Jun 1987
05 Aug 1994
-
Custodian
Citibank NA
Stock Holding Corp. of India Ltd.
-
Registrar & Transfer Agent
Cams
Cams
-

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