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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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SBI Bluechip Direct Plan Growth
Equity
Large Cap
3.0star
INVEST NOW
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Kotak Bluechip Fund Direct Growth
Equity
Large Cap
4.0star
INVEST NOW
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SBI Bluechip Direct Plan Growth
(58.8%)
Kotak Bluechip Fund Direct Growth
(56.1%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹100 | - |
| Expense Ratio | 0.96% | 0.86% | - |
| NAV | ₹68.4 (27-Oct-2021) | ₹429.6 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹31,817Cr | ₹3,346Cr | - |
Returns
keyboard_arrow_up1Y
58.8%
56.1%
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3Y
23.8%
26.1%
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5Y
15.6%
17.4%
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Pros & Cons
keyboard_arrow_upPros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 0.96%
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 0.86%
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Cons
1. Higher AUM: 31816Cr. Funds with a higher AUM tend to have lower returns in the future
Found nothing so far.
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.8%
ICICI Bank Ltd.
6.7%
Infosys Ltd.
5.4%
HCL Technologies Ltd.
5.1%
Larsen & Toubro Ltd.
4.0%
Housing Development Finance Corpn. Ltd.
4.0%
Divi's Laboratories Ltd.
3.5%
ITC Ltd.
3.5%
State Bank of India
2.9%
Shree Cement Ltd.
2.5%
Name
Assets
HDFC Bank Ltd.
7.9%
Reliance Industries Ltd.
7.4%
ICICI Bank Ltd.
7.1%
Infosys Ltd.
6.9%
Tata Consultancy Services Ltd.
4.5%
Housing Development Finance Corpn. Ltd.
3.4%
Larsen & Toubro Ltd.
3.3%
Kotak Mahindra Bank Ltd.
3.3%
Hindustan Unilever Ltd.
3.2%
Axis Bank Ltd.
3.1%
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Fund Manager
keyboard_arrow_upName
Sohini Andani
Harish Krishnan
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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
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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 Mahindra Mutual Fund, he was based out of Singapore and Dubai, managing Kotak's offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint.
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About Fund
keyboard_arrow_upDescription
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.
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Launch Date
29 Jun 1987
23 Jun 1998
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Custodian
Citibank NA
Stock Holding Corp. of India Ltd.
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Registrar & Transfer Agent
Cams
Cams
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