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

Home>Mutual Funds>Compare>Compare SBI Bluechip Direct Plan Growth with Kotak Bluechip Fund Direct Growth

Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancelSBI Bluechip Direct Plan GrowthEquity
Large Cap
3.0 star
INVEST NOW
cancelKotak Bluechip Fund Direct GrowthEquity
Large Cap
4.0 star
INVEST NOW
add_circle_outlineAdd a fund

SBI Bluechip Direct Plan Growth

(-3.6%)

Kotak Bluechip Fund Direct Growth

(3.1%)

Fund Details

Risk	Moderately High	Moderately High	-
Min SIP Amount	₹500	₹100	-
Expense Ratio	1.07%	1.07%	-
NAV	₹41.1 (28-Sep-2020)	₹262.5 (29-Sep-2020)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹22,604Cr	₹1,653Cr	-

Returns

1Y
-3.6%
3.1%
-
3Y
3.4%
6.3%
-
5Y
8.1%
8.9%
-

Pros & Cons

Pros
1. Lower expense ratio - 1.04%2. 1Y Returns are higher than the category average returns3. 3Y Returns are higher than the category average returns
1. Lower expense ratio - 1.14%2. 1Y Returns are higher than the category average returns3. 3Y 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 amount2. Risk-adjusted returns are lower compared to the category3. 5Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category2. 5Y Returns are lower than the category average returns
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
9.6%
ICICI Bank Ltd.
5.5%
Divi's Laboratories Ltd.
5.0%
Reliance Industries Ltd.
4.5%
HCL Technologies Ltd.
4.0%
ITC Ltd.
3.9%
Infosys Ltd.
3.8%
Housing Development Finance Corpn. Ltd.
3.7%
Larsen & Toubro Ltd.
3.2%
Shree Cement Ltd.
2.7%
Name
Assets
Reliance Industries Ltd.
10.2%
HDFC Bank Ltd.
7.9%
Infosys Ltd.
7.3%
ICICI Bank Ltd.
6.9%
Tata Consultancy Services Ltd.
5.5%
Hindustan Unilever Ltd.
3.3%
Bharti Airtel Ltd.
3.2%
Larsen & Toubro Ltd.
3.1%
Housing Development Finance Corpn. Ltd.
3.1%
Axis Bank Ltd.
2.9%
-

Fund Manager

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

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

1st Floor, Proms Complex, SBI
Colony, 1A Koramangala, 560034
Contact Us
GROWW
About UsAMC Mutual FundsPricingGroww Q&ABlogMedia & PressHelp and Support
EXPLORE
Mutual FundsStocksNFOMutual Funds CategoriesUS StocksGoldETFs
RESOURCES
Mutual Fund BeginnersLearn Stock MarketCalculatorsGlossaryCompare FundsSwitch to GrowwDownload Forms
ⓒ 2016-2020 Groww. All rights reserved, Built with ♥in India