Compare SBI Bluechip Direct Plan Growth vs Kotak Flexicap Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Bluechip Direct Plan GrowthEquity
Large Cap
4.0
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Kotak Flexicap Fund Direct GrowthEquity
Flexi Cap
3.0
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SBI Bluechip Direct Plan Growth

(28.0%)

Kotak Flexicap Fund Direct Growth

(38.2%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹100	-
Expense Ratio	0.84%	0.64%	-
NAV	₹88.8 (25-Apr-2024)	₹82.5 (25-Apr-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹44,819Cr	₹45,912Cr	-
Exit Load	Exit load of 1% if redeemed within 1 year	For units in excess of 10% of the investment,1% will be charged for redemption within 365 days	-

Returns

1Y
28.0%
38.2%
-
3Y
17.8%
20.0%
-
5Y
16.5%
17.0%
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Pros & Cons

Pros
1. Lower expense ratio: 0.84%2. 5Y and 10Y annualised returns higher than category average
1. Lower expense ratio: 0.64%2. 3Y, 5Y and 10Y annualised returns higher than category average
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Cons
1. Consistently lower annualised returns than category average for the past 1Y and 3Y
1. 1Y annualised returns lower than category average by 2.57%
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Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.1%
ICICI Bank Ltd.
7.8%
Larsen & Toubro Ltd.
6.2%
ITC Ltd.
4.8%
Bajaj Finance Ltd.
4.5%
Reliance Industries Ltd.
4.2%
Infosys Ltd.
4.0%
Britannia Industries Ltd.
2.9%
Kotak Mahindra Bank Ltd.
2.6%
Page Industries Ltd.
2.4%
Name
Assets
ICICI Bank Ltd.
6.4%
Larsen & Toubro Ltd.
5.1%
Bharat Electronics Ltd.
4.8%
Ultratech Cement Ltd.
4.4%
HDFC Bank Ltd.
4.3%
Maruti Suzuki India Ltd.
4.2%
State Bank of India
4.1%
SRF Ltd.
4.0%
Axis Bank Ltd.
4.0%
Infosys Ltd.
3.9%
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Fund Manager

Name
Saurabh Pant
Harsha Upadhyaya
-
Education
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
Mr. Upadhyaya is a B.E (Mechanical) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
-
Experience
He has been associated with SBI Mutual Fund since 2007.
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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