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) | ₹10138 Cr | ₹1271 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 | 2.88% | 3.03% |
6 Month | 3.62% | 2.86% |
1 Year | 5.06% | 4.01% |
3 Year | 19.68% | 20.48% |
5 Year | 20.97% | 20.58% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.9% | 9% |
1 Year | 13.1% | 10.77% |
3 Year | 18.03% | 17.23% |
5 Year | 16.88% | 16.67% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.64% | 13.06% |
3 Year | 13.9% | 13.38% |
5 Year | 13.8% | 14.12% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.04% | 13.04% |
Sharp | 0.77% | 0.81% |
Beta | 0.94% | 0.94% |
Alpha | 0.52% | 1.09% |
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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 | 6.01 | 6.24 |
Large Cap | 81.97 | 78.46 |
Mid Cap | 7.63 | 14.23 |
Small Cap | 4.39 | 1.08 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.58 | 6.24 |
Communication Services | 3.62 | 4.05 |
Energy | 7.79 | 7.18 |
Technology | 11.2 | 6.88 |
Consumer Cyclical | 12.19 | 8.68 |
Healthcare | 3.73 | 10.27 |
Industrials | 8.96 | 7.42 |
Consumer Defensive | 7.39 | 7.72 |
Basic Materials | 7.72 | 5.08 |
Financial Services | 28.19 | 34.3 |
Real Estate | 0.85 | - |
Utilities | 3.79 | 2.2 |
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