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

(21.6%)

Kotak Bluechip Fund Direct Growth

(26.9%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹100
-
Expense Ratio
0.81%
0.60%
-
NAV
₹100.0 (04-Dec-2024)
₹644.6 (04-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹53,276Cr
₹9,806Cr
-
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
21.6%
26.9%
-
3Y
15.3%
16.3%
-
5Y
17.9%
19.1%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.81%2.5Y and 10Y annualised returns higher than category average
1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Lower expense ratio: 0.6%
-

Cons
1.Consistently lower annualised returns than category average for the past 1Y and 3Y
Found nothing so far.
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.4%
ICICI Bank Ltd.
7.4%
ITC Ltd.
4.9%
Infosys Ltd.
4.8%
Larsen & Toubro Ltd.
4.5%
Reliance Industries Ltd.
4.1%
Tata Consultancy Services Ltd.
3.6%
Divi's Laboratories Ltd.
3.2%
Kotak Mahindra Bank Ltd.
3.2%
Britannia Industries Ltd.
3.0%
Name
Assets
HDFC Bank Ltd.
7.2%
ICICI Bank Ltd.
6.3%
Reliance Industries Ltd.
5.1%
Infosys Ltd.
5.1%
Larsen & Toubro Ltd.
3.9%
Bharti Airtel Ltd.
3.2%
ITC Ltd.
3.2%
Mahindra & Mahindra Ltd.
3.2%
Axis Bank Ltd.
3.1%
NTPC Ltd.
2.8%
-

Fund Manager

Name
Saurabh Pant
Arjun Khanna
-
Education
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
-
Experience
He has been associated with SBI Mutual Fund since 2007.
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
-

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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