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

SBI Bluechip Direct Plan Growth

Equity
Large Cap
3.0
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Kotak Flexicap Fund Direct Growth

Equity
Flexi Cap
3.0
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SBI Bluechip Direct Plan Growth

(8.6%)

Kotak Flexicap Fund Direct Growth

(6.6%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.94%0.64%-
NAV₹61.3 (20-May-2022)₹53.1 (20-May-2022)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹31,443Cr₹36,463Cr-
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
8.6%
6.6%
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3Y
13.1%
11.5%
-
5Y
11.4%
11.1%
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Pros & Cons
Pros
1. 3Y annualised returns higher than category average by 1.31%
2. Lower expense ratio: 0.96%
1. Lower expense ratio: 0.64%
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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. Higher AUM: 37125Cr. Funds with a higher AUM tend to have lower returns in the future
2. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
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Holding Analysis

Top 5
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Top 20
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-
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P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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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
ICICI Bank Ltd.
8.8%
Infosys Ltd.
8.2%
Reliance Industries Ltd.
6.4%
SRF Ltd.
5.8%
HDFC Bank Ltd.
5.4%
Ultratech Cement Ltd.
5.1%
Tata Consultancy Services Ltd.
4.6%
Larsen & Toubro Ltd.
4.4%
State Bank of India
4.2%
Axis Bank Ltd.
3.9%
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Fund Manager
Name
Sohini Andani
Harsha Upadhyaya
-
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
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

05 Aug 1994

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Custodian

Citibank NA

Deutsche Bank

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Registrar & Transfer Agent

Cams

Cams

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