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
3.0 star
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Kotak Flexicap Fund Direct Growth

Equity
Flexi Cap
4.0 star
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SBI Bluechip Direct Plan Growth

(66.0%)

Kotak Flexicap Fund Direct Growth

(62.4%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio1.00%0.61%-
NAV₹56.0 (09-Apr-2021)₹49.5 (09-Apr-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹26,838Cr₹34,744Cr-
Returns
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1Y
66.0%
62.4%
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3Y
11.6%
12.7%
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5Y
14.6%
17.1%
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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 - 0.61%
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
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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Turn Over
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Equity
NaN%
NaN%
NaN%
Cash
NaN%
NaN%
NaN%

Top Holdings

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Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
9.6%
ICICI Bank Ltd.
6.6%
Infosys Ltd.
5.3%
HCL Technologies Ltd.
5.0%
Larsen & Toubro Ltd.
4.0%
ITC Ltd.
3.7%
Housing Development Finance Corpn. Ltd.
3.7%
Shree Cement Ltd.
3.3%
Divi's Laboratories Ltd.
3.1%
State Bank of India
3.0%
Name
Assets
ICICI Bank Ltd.
7.5%
Infosys Ltd.
6.3%
Reliance Industries Ltd.
6.0%
HDFC Bank Ltd.
6.0%
Ultratech Cement Ltd.
5.9%
Tata Consultancy Services Ltd.
5.4%
Axis Bank Ltd.
3.8%
Larsen & Toubro Ltd.
3.7%
Hindustan Unilever Ltd.
3.3%
State Bank of India
2.9%
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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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