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Edelweiss Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹10342 Cr | ₹1292 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Dec 1998 | 20 May 2009 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 14.49% | 79% |
| Expense Ratio | 1.74 | 2.16 |
| Manager | Harsha Upadhyaya | Bhavesh Jain |
| ISIN Code | INF174K01153 | INF754K01046 |
| Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.59% | 0.35% |
| 6 Month | 11.14% | 9.02% |
| 1 Year | 2.05% | -0.89% |
| 3 Year | 14.81% | 15.13% |
| 5 Year | 18.98% | 18.26% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.97% | 2.14% |
| 1 Year | 5.66% | 2.75% |
| 3 Year | 13.88% | 12.6% |
| 5 Year | 14.19% | 13.76% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.4% | 12.82% |
| 3 Year | 13.97% | 13.46% |
| 5 Year | 13.86% | 14.17% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.14% | 12.16% |
| Sharp | 0.75% | 0.74% |
| Beta | 0.95% | 0.95% |
| Alpha | 0.79% | 0.70% |
Fund Managers
| Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Bhavesh Jain |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Funds Managed | 11 | 22 |
| Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.12 | 9.97 |
| Large Cap | 79.33 | 74.1 |
| Mid Cap | 8.03 | 14.95 |
| Small Cap | 4.52 | 0.97 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.16 | 6.37 |
| Communication Services | 3.79 | 3.39 |
| Energy | 7.94 | 7.97 |
| Technology | 9.89 | 7.16 |
| Consumer Cyclical | 12.58 | 8.1 |
| Industrials | 8.81 | 7.19 |
| Consumer Defensive | 7.35 | 8.52 |
| Basic Materials | 8.06 | 4.18 |
| Financial Services | 28.85 | 34.45 |
| Healthcare | 4.63 | 10.5 |
| Real Estate | 0.9 | - |
| Utilities | 3.04 | 2.16 |
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