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) | ₹10342 Cr | ₹1292 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 | -1.55% | -1.62% |
6 Month | 9.6% | 7.63% |
1 Year | 2.49% | -0.02% |
3 Year | 14.31% | 14.63% |
5 Year | 18.88% | 18.14% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.97% | 2.14% |
1 Year | 5.66% | 2.75% |
3 Year | 13.88% | 12.6% |
5 Year | 14.19% | 13.76% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.4% | 12.82% |
3 Year | 13.97% | 13.46% |
5 Year | 13.86% | 14.17% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.14% | 12.16% |
Sharp | 0.75% | 0.74% |
Beta | 0.95% | 0.95% |
Alpha | 0.79% | 0.70% |
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 | 8.12 | 9.97 |
Large Cap | 79.33 | 74.1 |
Mid Cap | 8.03 | 14.95 |
Small Cap | 4.52 | 0.97 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.16 | 6.37 |
Communication Services | 3.79 | 3.39 |
Energy | 7.94 | 7.97 |
Technology | 9.89 | 7.16 |
Consumer Cyclical | 12.58 | 8.1 |
Industrials | 8.81 | 7.19 |
Consumer Defensive | 7.35 | 8.52 |
Basic Materials | 8.06 | 4.18 |
Financial Services | 28.85 | 34.45 |
Healthcare | 4.63 | 10.5 |
Real Estate | 0.9 | - |
Utilities | 3.04 | 2.16 |
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