Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Large Cap Fund vs Kotak Bluechip Fund compare

Link copied to clipboard!

tortoise-icon Kotak Large Cap Fund - Growth

Invest Now

tortoise-icon Edelweiss Large Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 ITI Value Fund Regular - Growth

3Y Returns16.91%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns18.44%

Compare Now

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns21.9%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns12.85%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns12.86%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns14.63%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns20.1%

VS

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns18.43%

Compare Now
Add to Cart Successfully