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

Equity
Flexi Cap
3.0star
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SBI Bluechip Direct Plan Growth

(57.6%)

Kotak Flexicap Fund Direct Growth

(49.2%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.96%0.64%-
NAV₹67.8 (22-Oct-2021)₹58.4 (22-Oct-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹31,817Cr₹38,609Cr-
Returns
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1Y
57.6%
49.2%
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3Y
22.8%
21.6%
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5Y
15.1%
16.0%
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Pros & Cons
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Pros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 0.96%
1. 3Y and 5Y annualised returns higher than category average
2. Lower expense ratio: 0.64%
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Cons
1. Higher AUM: 31816Cr. Funds with a higher AUM tend to have lower returns in the future
1. Higher AUM: 38608Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y annualised returns lower than category average by 2.98%
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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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Turnover
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Equity
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-
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Cash
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Top Holdings

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Top 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
ICICI Bank Ltd.
8.2%
Infosys Ltd.
6.9%
Reliance Industries Ltd.
6.1%
HDFC Bank Ltd.
5.6%
Ultratech Cement Ltd.
5.5%
Tata Consultancy Services Ltd.
4.9%
SRF Ltd.
4.9%
Larsen & Toubro Ltd.
4.1%
Axis Bank Ltd.
3.8%
State Bank of India
3.6%
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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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