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

Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

SBI Bluechip Direct Plan Growth

Equity
Large Cap
3.0
INVEST NOW

Kotak Bluechip Fund Direct Growth

Equity
Large Cap
4.0
INVEST NOW

Add a fund

SBI Bluechip Direct Plan Growth

(5.5%)

Kotak Bluechip Fund Direct Growth

(5.6%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹100-
Expense Ratio0.94%0.83%-
NAV₹59.8 (19-May-2022)₹370.6 (19-May-2022)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹31,443Cr₹4,162Cr-
Exit LoadExit load of 1% if redeemed within 1 yearFor units in excess of 10% of the investment,1% will be charged for redemption within 365 days-
Returns
1Y
5.5%
5.6%
-
3Y
13.6%
15.1%
-
5Y
10.9%
11.9%
-
Pros & Cons
Pros
1. 3Y annualised returns higher than category average by 1.31%
2. Lower expense ratio: 0.96%
1. 3Y annualised returns higher than category average by 2.45%
2. Lower expense ratio: 0.83%
-
Cons
1. Higher AUM: 31933Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
1. 1Y and 5Y annualised returns lower than category average
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.2%
ICICI Bank Ltd.
7.0%
Infosys Ltd.
6.5%
Reliance Industries Ltd.
4.8%
Larsen & Toubro Ltd.
4.2%
HCL Technologies Ltd.
4.1%
ITC Ltd.
3.7%
Housing Development Finance Corpn. Ltd.
3.6%
State Bank of India
2.8%
Divi's Laboratories Ltd.
2.8%
Name
Assets
Reliance Industries Ltd.
7.6%
Infosys Ltd.
7.2%
ICICI Bank Ltd.
6.5%
HDFC Bank Ltd.
6.4%
Tata Consultancy Services Ltd.
3.6%
Larsen & Toubro Ltd.
3.4%
Axis Bank Ltd.
3.3%
Persistent Systems Ltd.
2.8%
Housing Development Finance Corpn. Ltd.
2.8%
Maruti Suzuki India Ltd.
2.7%
-
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 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.
-
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

-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Flexicap Fund Direct Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
L&T Emerging Businesses Fund - Direct - Growth
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.3.8
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI