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) | ₹10900 Cr | ₹1408 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 | 1.6% | 1.87% |
| 6 Month | 5.57% | 4.95% |
| 1 Year | 4.74% | 3.88% |
| 3 Year | 14.82% | 14.43% |
| 5 Year | 16.35% | 15.8% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.93% | 3.84% |
| 1 Year | 16.69% | 14.8% |
| 3 Year | 14.62% | 13.19% |
| 5 Year | 14.26% | 13.81% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.85% | 12.26% |
| 3 Year | 14.14% | 13.6% |
| 5 Year | 13.94% | 14.25% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.74% | 11.75% |
| Sharp | 0.69% | 0.66% |
| Beta | 0.95% | 0.95% |
| Alpha | 0.77% | 0.42% |
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 | 3.16 | 7.61 |
| Large Cap | 82.93 | 78.65 |
| Mid Cap | 8.89 | 12.8 |
| Small Cap | 5.25 | 0.94 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.16 | 3.73 |
| Telecom - Services | 3.87 | - |
| Petroleum Products | 8.13 | - |
| IT - Software | 8.48 | - |
| Retailing | 3.93 | - |
| Construction | 3.98 | - |
| Diversified FMCG | 4.15 | - |
| Non - Ferrous Metals | 0.83 | - |
| Banks | 22.94 | - |
| Pharmaceuticals & Biotechnology | 3.48 | - |
| Ferrous Metals | 1.7 | - |
| Realty | 0.92 | - |
| Automobiles | 6.27 | - |
| Personal Products | 1.12 | - |
| Finance | 5.45 | - |
| Fertilizers & Agrochemicals | 1.34 | - |
| Food Products | 0.75 | - |
| Gas | 0.58 | - |
| Aerospace & Defense | 1.59 | - |
| Industrial Products | 1.11 | - |
| Auto Components | 3.41 | - |
| Consumer Durables | 1.31 | - |
| Chemicals & Petrochemicals | 1.58 | - |
| Cement & Cement Products | 2.45 | - |
| Healthcare Services | 0.92 | - |
| Capital Markets | 0.28 | - |
| Transport Services | 2.03 | - |
| Power | 2.43 | - |
| Insurance | 0.84 | - |
| Beverages | 1.2 | - |
| Energy | - | 7.23 |
| Technology | - | 8.03 |
| Healthcare | - | 9.68 |
| Industrials | - | 9.22 |
| Basic Materials | - | 6 |
| Consumer Defensive | - | 5.88 |
| Financial Services | - | 31.22 |
| Consumer Cyclical | - | 12.2 |
| Utilities | - | 3.57 |
| Communication Services | - | 3.23 |
Top Comparisons
ITI Value Fund Regular - Growth
3Y Returns16.91%
Quant Value Fund Regular - Growth
3Y Returns18.44%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns21.9%
Quant Focused Fund-Growth
3Y Returns12.85%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns12.86%
LIC MF Flexi Cap Fund-Growth
3Y Returns14.63%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns20.1%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns18.43%