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Kotak Bluechip Fund vs Edelweiss Large Cap Fund compare

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tortoise-icon Kotak Large Cap Fund - Growth

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tortoise-icon 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) ₹10138 Cr ₹1271 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 2.88% 3.03%
6 Month 3.62% 2.86%
1 Year 5.06% 4.01%
3 Year 19.68% 20.48%
5 Year 20.97% 20.58%

SIP Return Analysis

Scheme Name Kotak Large Cap Fund - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
6 Month 9.9% 9%
1 Year 13.1% 10.77%
3 Year 18.03% 17.23%
5 Year 16.88% 16.67%

Rolling Lumpsum Returns

Scheme Name Kotak Large Cap Fund - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Year 15.64% 13.06%
3 Year 13.9% 13.38%
5 Year 13.8% 14.12%

Risk Management

Scheme Name Kotak Large Cap Fund - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.04% 13.04%
Sharp 0.77% 0.81%
Beta 0.94% 0.94%
Alpha 0.52% 1.09%

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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 6.01 6.24
Large Cap 81.97 78.46
Mid Cap 7.63 14.23
Small Cap 4.39 1.08

Sector Allocation

Scheme Name

Kotak Large Cap Fund - Growth

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Others 4.58 6.24
Communication Services 3.62 4.05
Energy 7.79 7.18
Technology 11.2 6.88
Consumer Cyclical 12.19 8.68
Healthcare 3.73 10.27
Industrials 8.96 7.42
Consumer Defensive 7.39 7.72
Basic Materials 7.72 5.08
Financial Services 28.19 34.3
Real Estate 0.85 -
Utilities 3.79 2.2

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