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Edelweiss Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9268 Cr | ₹1108 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 Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.12% | 3.23% |
| 6 Month | 3.76% | 2.63% |
| 1 Year | 9.67% | 7.6% |
| 3 Year | 17.8% | 17.95% |
| 5 Year | 23.72% | 23.01% |
SIP Return Analysis
| Scheme Name | Kotak Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.18% | 6% |
| 1 Year | 8.61% | 5.33% |
| 3 Year | 17.35% | 16.46% |
| 5 Year | 16.64% | 16.27% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.88% | 13.43% |
| 3 Year | 13.9% | 13.33% |
| 5 Year | 13.72% | 14.04% |
Risk Management
| Scheme Name | Kotak Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.859% | 12.521% |
| Sharp | 0.434% | 0.582% |
| Beta | 0.925% | 0.937% |
| Alpha | 0.048% | 0.513% |
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Fund Managers
| Scheme Name | Kotak Bluechip 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 Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Bluechip Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.31 | 3.04 |
| Large Cap | 81.03 | 82.38 |
| Mid Cap | 8.33 | 12.93 |
| Small Cap | 4.32 | 1.65 |
Sector Allocation
| Scheme Name |
Kotak Bluechip Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.16 | 2.93 |
| Communication Services | 3.4 | 4.26 |
| Energy | 6.32 | 5.35 |
| Technology | 13.08 | 10.77 |
| Consumer Cyclical | 14.34 | 11.32 |
| Healthcare | 3.86 | 10.76 |
| Industrials | 7.9 | 7.1 |
| Consumer Defensive | 8.37 | 7.04 |
| Basic Materials | 6.99 | 4.91 |
| Financial Services | 25.53 | 32.37 |
| Real Estate | 1.08 | - |
| Utilities | 3.98 | 3.19 |
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