Kotak Bluechip Fund vs Mahindra Manulife Large Cap Fund compare
Kotak Large Cap Fund - Growth
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹10427 Cr | ₹705 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 18 Mar 2019 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 14.49% | 101% |
| Expense Ratio | 1.74 | 2.35 |
| Manager | Harsha Upadhyaya | Abhinav Khandelwal |
| ISIN Code | INF174K01153 | INF174V01697 |
| Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Mahindra Manulife Large Cap Fund - Regular Plan - 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 | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.22% | 3.18% |
| 6 Month | 7.16% | 3.95% |
| 1 Year | 6.73% | 4.97% |
| 3 Year | 15.28% | 13.53% |
| 5 Year | 18.76% | 18.41% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.61% | -0.84% |
| 1 Year | 8.05% | 4.2% |
| 3 Year | 12.58% | 10.56% |
| 5 Year | 13.14% | 11.58% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.22% | 11.54% |
| 3 Year | 14.04% | 15.3% |
| 5 Year | 13.89% | 17.9% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.78% | 12.32% |
| Sharp | 0.72% | 0.57% |
| Beta | 0.95% | 0.98% |
| Alpha | 0.55% | -1.22% |
Fund Managers
| Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Abhinav Khandelwal |
| Total AUM | ₹139411 Cr | ₹5522 Cr |
| Funds Managed | 11 | 5 |
| Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.54 | 4.86 |
| Large Cap | 79.46 | 87.74 |
| Mid Cap | 7.67 | 5.13 |
| Small Cap | 5.33 | 2.26 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.37 | 1.74 |
| Communication Services | 3.69 | 4.77 |
| Energy | 7.86 | 7.06 |
| Technology | 9.47 | 10.25 |
| Consumer Cyclical | 13.93 | 10.86 |
| Industrials | 8.79 | 8.09 |
| Consumer Defensive | 7.44 | 7.27 |
| Basic Materials | 8.12 | 6.53 |
| Financial Services | 28.87 | 37.09 |
| Healthcare | 4.43 | 3.74 |
| Real Estate | 0.86 | 0.65 |
| Utilities | 3.17 | 1.95 |
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