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Fincash » SBI Blue Chip Fund Vs Kotak Standard Multicap Fund

SBI Blue Chip Fund Vs Kotak Standard Multicap Fund

Updated on October 15, 2019 , 584 views

SBI Blue Chip Fund and Kotak Standard Multicap Fund both are a part of large-cap Mutual Fund offered by different fund houses. Large cap funds are the Mutual Fund schemes whose fund money is invested in shares of companies having a market capitalization of more than INR 10,000 crores. Though both these schemes belong to the same category yet; there are a lot of differences in their performance, ratings, current NAV, AUM, and many other related factors. So, let us understand the differences between both the schemes through this article.

Overview of SBI Blue Chip Fund

This scheme of SBI Mutual Fund was launched on February 14, 2006. SBI Blue Chip Fund is an open-ended equity scheme whose objective is to attain long-term capital appreciation by Investing in shares of large-cap companies. It uses S&P BSE 100 Index to frame its portfolio. SBI Blue Chip Fund is suitable for investors who are willing to gain exposure in bluechip Indian companies with the investment tenure being medium to long-term.

Some of the top 10 constituents that form part of SBI Bluechip Fund’s portfolio include HDFC Bank Limited, Larsen & Toubro Limited, ITC Limited, Mahindra & Mahindra Limited, and much more. The risk-appetite of SBI Bluechip Fund is moderately high.

About Kotak Standard Multicap Fund (Erstwhile Kotak Select Focus Fund)

Kotak Standard Multicap Fund (earlier known as Kotak Select Focus Fund) is managed by Kotak Mutual Fund and was launched on September 11, 2009. Kotak Standard Multicap Fund uses Nifty 200 as its benchmark to construct its portfolio. The objective of this scheme is to create long-term growth in investor’s capital by investing in equity and equity-related instruments generally, focusing on a few selected sectors.

Some of the Top 10 constituents that form part of the portfolio of Kotak Standard Multicap Fund include Maruti Suzuki India Limited, ICICI Bank Limited, Reliance Industries Limited, and State Bank of India.

SBI Blue Chip Fund Vs Kotak Standard Multicap Fund

The various parameters for comparing both SBI Blue Chip Fund and Kotak Standard Multicap Fund are classified into four categories, namely, Basics Section, Performance Section, Yearly Performance Section, and Other Details Section. So, let us look at each of the parameters along with the various elements forming part of it.

Basics Section

This section comprises of comparable elements like Scheme Category, Fincash Rating, Current NAV, AUM, expense ratio and much more. To begin with the category of the scheme, it can be said that both the scheme belong to the same Equity Large Cap Category.

Based on the ratings, Kotak Standard Multicap Fund is a 5-Star scheme and SBI Blue Chip Fund is a 4-Star scheme.

The table given below shows the summarizes the differences between both the elements of the scheme.

Parameters
BasicsNAV
Net Assets (Cr)
Launch Date
Rating
Category
Sub Cat.
Category Rank
Risk
Expense Ratio
Sharpe Ratio
Information Ratio
Alpha Ratio
Benchmark
Exit Load
Kotak Standard Multicap Fund
Growth
Fund Details
₹35.606 ↑ 0.39   (1.09 %)
₹25,385 on 31 Aug 19
11 Sep 09
Equity
Multi Cap
3
Moderately High
2.01
-0.46
0.11
3.77
Not Available
0-1 Years (1%),1 Years and above(NIL)
SBI Bluechip Fund
Growth
Fund Details
₹40.0683 ↑ 0.40   (1.00 %)
₹21,483 on 31 Aug 19
14 Feb 06
Equity
Large Cap
9
Moderately High
2.42
-0.53
-0.89
1.2
Not Available
0-1 Years (1%),1 Years and above(NIL)

Performance Section

As the name suggests, this section deals with the performance of two funds at different time periods. In this case, the returns refer to CAGR returns. Some of the time periods that form part of this fund include 1 Month Returns, 3 Month Returns, 3 Year Returns, and 5 Year Returns. These are CAGR or Compounded Annual Growth Rate returns. In this section, we can say that there is not much difference in the returns generated by both the schemes at different time periods though; in many instances, the returns of Kotak Standard Multicap Fund are higher. The table given below shows the performance of both these schemes.

Parameters
Performance1 Month
3 Month
6 Month
1 Year
3 Year
5 Year
Since launch
Kotak Standard Multicap Fund
Growth
Fund Details
6.1%
-0.4%
-0.5%
13.2%
10.2%
12.9%
13.4%
SBI Bluechip Fund
Growth
Fund Details
7.1%
0.2%
0.9%
14.1%
7.7%
10.9%
10.7%

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Yearly Performance Section

This section deals with the absolute returns generated by the scheme for a particular year. In this section too, we can see that in most cases the yearly performance of Kotak Standard Multicap Fund is higher than that of SBI Blue Chip Fund. The table summarizing the yearly performance is given below as follows.

Parameters
Yearly Performance2018
2017
2016
2015
2014
Kotak Standard Multicap Fund
Growth
Fund Details
-0.9%
34.3%
9.4%
3%
57.9%
SBI Bluechip Fund
Growth
Fund Details
-4.1%
30.2%
4.8%
8%
47.9%

Other Details Section

This is the last section with respect to the comparison between the two funds. In this section, some of the elements compared are Minimum SIP and and Lumpsum Investment. To begin with the Minimum SIP and Lumpsum Investment; we can say that both the scheme has the same SIP and Lumpsum investment amount. The minimum SIP amount is INR 500 and the lumpsum amount is INR 5,000. With respect to the AUM, SBI Blue Chip Fund leads the race with higher AUM.

SBI Bluechip Fund is managed by Ms. Sohini Andani.

The fund manager managing Kotak Standard Multicap Fund is Mr. Harsha Upadhyaya.

The table given below shows the summary of other details section.

Parameters
Other DetailsMin SIP Investment
Min Investment
Fund Manager
Kotak Standard Multicap Fund
Growth
Fund Details
₹500
₹5,000
Harsha Upadhyaya - 7.08 Yr.
SBI Bluechip Fund
Growth
Fund Details
₹500
₹5,000
Sohini Andani - 8.67 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
Kotak Standard Multicap Fund
Growth
Fund Details
DateValue
30 Sep 14₹10,000
30 Sep 15₹11,565
30 Sep 16₹13,328
30 Sep 17₹15,820
30 Sep 18₹16,519
30 Sep 19₹17,965
Growth of 10,000 investment over the years.
SBI Bluechip Fund
Growth
Fund Details
DateValue
30 Sep 14₹10,000
30 Sep 15₹11,252
30 Sep 16₹13,024
30 Sep 17₹14,531
30 Sep 18₹14,857
30 Sep 19₹16,191

Detailed Assets & Holdings Comparison

Asset Allocation
Kotak Standard Multicap Fund
Growth
Fund Details
Asset ClassValue
Cash7.47%
Equity92.51%
Debt0.01%
Other0%
Equity Sector Allocation
SectorValue
Financial Services35.14%
Industrials11.38%
Energy10.15%
Basic Materials9.74%
Technology8.5%
Consumer Cyclical5.76%
Consumer Defensive3.96%
Utility3.13%
Health Care1.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
10%₹2,503 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
7%₹1,659 Cr40,500,000
↑ 1,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹1,630 Cr7,315,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
6%₹1,623 Cr13,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,262 Cr9,500,000
↑ 300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
5%₹1,185 Cr17,850,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹1,119 Cr13,730,562
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
4%₹994 Cr4,400,000
↑ 200,000
Cash Offset For Derivatives
Derivative Margin | -
3%-₹736 Cr73,579
↑ 15,300
Cnx Nifty-Sep2019
- | -
3%₹702 Cr634,650
↑ 634,650
Asset Allocation
SBI Bluechip Fund
Growth
Fund Details
Asset ClassValue
Cash6.53%
Equity93.47%
Debt0.01%
Equity Sector Allocation
SectorValue
Financial Services37.56%
Industrials10.27%
Consumer Defensive9.18%
Technology7.6%
Consumer Cyclical6.38%
Energy6.27%
Basic Materials5.4%
Health Care4.6%
Real Estate1.8%
Utility1.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
9%₹1,907 Cr8,560,189
Reverse Repo
CBLO/Reverse Repo | -
8%₹1,779 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
6%₹1,292 Cr31,543,104
↑ 1,498,750
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
5%₹1,071 Cr8,062,209
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹1,025 Cr41,713,904
↑ 738,678
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
4%₹938 Cr11,506,309
↑ 313,200
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹826 Cr3,812,989
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND
4%₹817 Cr634,722
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK
3%₹732 Cr5,110,470
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
3%₹710 Cr25,919,243
↓ -1,000,000

Thus, from the above comparison, it can be said that both the funds exhibit different attributes through they belong to the same category. However, it is always recommended that individuals understand the scheme’s modalities completely before investing. They should also check whether the scheme’s methodology is in-line with their investment objective or not. Additionally, they can also consult a financial advisor if required. This will help them ensure that their objectives are attained timely and people enjoy maximum benefits on their investment.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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