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Kotak Bluechip Fund vs Edelweiss Large Cap 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) | ₹10427 Cr | ₹1337 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 | 2.45% | 2.21% |
| 6 Month | 6.33% | 5.28% |
| 1 Year | 10.01% | 7.49% |
| 3 Year | 15.23% | 14.88% |
| 5 Year | 17.17% | 16.53% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.35% | 1.83% |
| 1 Year | 12.7% | 10.16% |
| 3 Year | 13.87% | 12.27% |
| 5 Year | 13.82% | 13.26% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.92% | 12.35% |
| 3 Year | 14.1% | 13.59% |
| 5 Year | 13.93% | 14.24% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.78% | 11.82% |
| Sharp | 0.72% | 0.71% |
| Beta | 0.95% | 0.95% |
| Alpha | 0.55% | 0.44% |
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 | 7.54 | 6.85 |
| Large Cap | 79.46 | 79.19 |
| Mid Cap | 7.67 | 12.96 |
| Small Cap | 5.33 | 0.99 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.37 | 3.01 |
| Communication Services | 3.69 | 3.1 |
| Energy | 7.86 | 7.01 |
| Technology | 9.47 | 7.5 |
| Consumer Cyclical | 13.93 | 12.41 |
| Industrials | 8.79 | 9.11 |
| Consumer Defensive | 7.44 | 6.13 |
| Basic Materials | 8.12 | 6.28 |
| Financial Services | 28.87 | 32.47 |
| Healthcare | 4.43 | 9.24 |
| Real Estate | 0.86 | - |
| Utilities | 3.17 | 3.74 |
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