Kotak Bluechip Fund vs Edelweiss Large Cap Fund compare
Kotak Bluechip Fund - Growth
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9268 Cr | ₹1108 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 Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 7.39% | 6.32% |
6 Month | 5.26% | 3.75% |
1 Year | 13.1% | 10.07% |
3 Year | 19.38% | 19.61% |
5 Year | 23.72% | 23.15% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.34% | 1.79% |
1 Year | -0.52% | -2.57% |
3 Year | 14.12% | 13.55% |
5 Year | 14.8% | 14.61% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.88% | 13.43% |
3 Year | 13.9% | 13.33% |
5 Year | 13.72% | 14.04% |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.859% | 12.521% |
Sharp | 0.434% | 0.582% |
Beta | 0.925% | 0.937% |
Alpha | 0.048% | 0.513% |
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Fund Managers
Scheme Name | Kotak Bluechip 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 Bluechip Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Bluechip Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.31 | 3.04 |
Large Cap | 81.03 | 82.38 |
Mid Cap | 8.33 | 12.93 |
Small Cap | 4.32 | 1.65 |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.16 | 2.93 |
Communication Services | 3.4 | 4.26 |
Energy | 6.32 | 5.35 |
Technology | 13.08 | 10.77 |
Consumer Cyclical | 14.34 | 11.32 |
Healthcare | 3.86 | 10.76 |
Industrials | 7.9 | 7.1 |
Consumer Defensive | 8.37 | 7.04 |
Basic Materials | 6.99 | 4.91 |
Financial Services | 25.53 | 32.37 |
Real Estate | 1.08 | - |
Utilities | 3.98 | 3.19 |
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