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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
3.0 star
INVEST NOW
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Kotak Standard Multicap Fund Direct Growth

Equity
Multi Cap
4.0 star
INVEST NOW
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SBI Bluechip Direct Plan Growth

(-3.7%)

Kotak Standard Multicap Fund Direct Growth

(-1.9%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹500-
Expense Ratio1.07%0.73%-
NAV₹41.0 (29-Sep-2020)₹37.5 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹22,604Cr₹29,714Cr-
Returns
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1Y
-3.7%
-1.9%
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3Y
3.1%
4.6%
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5Y
8.0%
10.1%
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Pros & Cons
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Pros
1. Lower expense ratio - 1.04%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
1. Lower expense ratio - 0.72%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
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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. 5Y Returns are lower than the category average returns
1. Asset under management(AUM) is more than 10000 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
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Holding Analysis

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

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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.
9.4%
ICICI Bank Ltd.
5.8%
Infosys Ltd.
5.8%
HDFC Bank Ltd.
5.5%
Tata Consultancy Services Ltd.
4.9%
Ultratech Cement Ltd.
4.0%
Hindustan Unilever Ltd.
3.7%
Larsen & Toubro Ltd.
3.6%
Axis Bank Ltd.
3.4%
SRF Ltd.
2.6%
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Fund Manager
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Name
Sohini Andani
Harsha Upadhyaya
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Education

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

Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.

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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 Mutual fund he has worked with DSP Mutual Fund and UTI AMC.

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About Fund
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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.

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Launch Date
29 Jun 1987
23 Jun 1998
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Custodian
Citibank NA
Deutsche Bank
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Registrar & Transfer Agent
Cams
Cams
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