Kotak Bluechip Fund vs Edelweiss Large Cap Fund compare

Kotak Bluechip Fund vs Edelweiss Large Cap Fund compare

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Kotak Large Cap Fund - Growth

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Edelweiss Large Cap Fund - Regular Plan - Growth Option

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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	0.81%	0.73%
6 Month	6.08%	5.4%
1 Year	7.2%	5.91%
3 Year	15.31%	14.87%
5 Year	16.85%	16.35%

SIP Return Analysis

Scheme Name	Kotak Large Cap Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
6 Month	3.05%	2.79%
1 Year	14.67%	12.45%
3 Year	14.89%	13.4%
5 Year	14.56%	14.08%

Rolling Lumpsum Returns

Scheme Name	Kotak Large Cap Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Year	14.87%	12.3%
3 Year	14.13%	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	11.78%	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	8.46	7.61
Large Cap	78.67	78.65
Mid Cap	7.85	12.8
Small Cap	5.03	0.94

Sector Allocation

Scheme Name	Kotak Large Cap Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Others	3.38	3.73
Communication Services	3.87	3.23
Energy	7.96	7.23
Technology	9.76	8.03
Consumer Cyclical	13.03	12.2
Industrials	9.01	9.22
Consumer Defensive	7.46	5.88
Basic Materials	7.89	6
Financial Services	29.31	31.22
Healthcare	4.39	9.68
Real Estate	0.91	-
Utilities	3.01	3.57

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