Home>Mutual Funds>Compare>Compare SBI Bluechip Direct Plan Growth with Kotak Bluechip Fund Direct Growth
shareSHARE
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel

SBI Bluechip Direct Plan Growth

Equity
Large Cap
3.0 star
INVEST NOW
cancel

Kotak Bluechip Fund Direct Growth

Equity
Large Cap
4.0 star
INVEST NOW
add_circle_outline

Add a fund

SBI Bluechip Direct Plan Growth

(21.6%)

Kotak Bluechip Fund Direct Growth

(21.7%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up
RiskModerately HighModerately High-
Min SIP Amount₹500₹100-
Expense Ratio1.03%0.96%-
NAV₹53.8 (21-Jan-2021)₹333.6 (21-Jan-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹25,925Cr₹2,067Cr-
Returns
keyboard_arrow_up
1Y
21.6%
21.7%
-
3Y
9.2%
11.0%
-
5Y
15.0%
15.9%
-
Pros & Cons
keyboard_arrow_up
Pros
1. Lower expense ratio - 1.07%
1. Lower expense ratio - 1.07%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
-
Cons
1. Asset under management(AUM) is more than 15000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. Risk-adjusted returns are lower compared to the category
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 5Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
-

Holding Analysis

keyboard_arrow_up
Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

keyboard_arrow_up
Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
10.0%
ICICI Bank Ltd.
6.3%
Infosys Ltd.
5.0%
HCL Technologies Ltd.
4.8%
Housing Development Finance Corpn. Ltd.
4.0%
Larsen & Toubro Ltd.
3.8%
Divi's Laboratories Ltd.
3.8%
ITC Ltd.
3.7%
Reliance Industries Ltd.
3.6%
Shree Cement Ltd.
2.8%
Name
Assets
HDFC Bank Ltd.
8.1%
Infosys Ltd.
8.1%
Reliance Industries Ltd.
7.8%
ICICI Bank Ltd.
7.5%
Tata Consultancy Services Ltd.
6.1%
Hindustan Unilever Ltd.
4.8%
Housing Development Finance Corpn. Ltd.
3.2%
Kotak Mahindra Bank Ltd.
3.2%
Larsen & Toubro Ltd.
2.9%
Axis Bank Ltd.
2.5%
-
Fund Manager
keyboard_arrow_up
Name
Sohini Andani
Harish Krishnan
-
Education

Ms. Andani is a B.Com (H) and C.A.

Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode

-

Experience

Prior to joining SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.

Prior to joining Kotak AMC he has worked with Kotak Mahindra (UK) Ltd.

-

About Fund
keyboard_arrow_up
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
23 Jun 1998
-
Custodian
Citibank NA
Stock Holding Corp. of India Ltd.
-
Registrar & Transfer Agent
Cams
Cams
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
17.8%
3Y Returns
VS
SBI Magnum Multi Cap Fund - Direct - Growth
16.3%
3Y Returns
Axis Bluechip Fund - Direct - Growth
17.4%
3Y Returns
VS
SBI Bluechip Fund - Direct - Growth
13.6%
3Y Returns
HDFC Small Cap Fund - Direct - Growth
22.9%
3Y Returns
VS
L&T Emerging Businesses Fund - Direct - Growth
22.4%
3Y Returns