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)	₹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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