Home>Mutual Funds>Compare>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
INVEST NOW
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Kotak Flexicap Fund Direct Growth

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

(49.0%)

Kotak Flexicap Fund Direct Growth

(45.9%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.97%0.66%-
NAV₹60.5 (29-Jul-2021)₹53.8 (29-Jul-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹28,580Cr₹36,355Cr-
Returns
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1Y
49.0%
45.9%
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3Y
13.7%
13.7%
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5Y
13.1%
15.2%
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Pros & Cons
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Pros
1. Lower expense ratio - 0.97%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
1. Lower expense ratio - 0.66%
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. 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. 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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Turnover
-
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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.
9.0%
ICICI Bank Ltd.
6.7%
Infosys Ltd.
5.7%
HCL Technologies Ltd.
4.3%
Larsen & Toubro Ltd.
4.0%
Housing Development Finance Corpn. Ltd.
3.9%
Divi's Laboratories Ltd.
3.6%
State Bank of India
3.3%
ITC Ltd.
3.3%
Motherson Sumi Systems Ltd.
2.7%
Name
Assets
ICICI Bank Ltd.
7.8%
Infosys Ltd.
7.0%
HDFC Bank Ltd.
5.7%
Ultratech Cement Ltd.
5.6%
Reliance Industries Ltd.
5.6%
Tata Consultancy Services Ltd.
5.0%
Axis Bank Ltd.
3.9%
Larsen & Toubro Ltd.
3.7%
SRF Ltd.
3.6%
State Bank of India
3.5%
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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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