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) | ₹11081 Cr | ₹749 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 | -0.76% | -0.18% |
| 6 Month | 3.84% | 2.88% |
| 1 Year | 4.76% | 5.09% |
| 3 Year | 14.9% | 13.55% |
| 5 Year | 15.3% | 14.78% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.9% | 2.93% |
| 1 Year | 15.47% | 13.54% |
| 3 Year | 14.2% | 12.83% |
| 5 Year | 13.95% | 12.7% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.82% | 10.31% |
| 3 Year | 14.16% | 15.1% |
| 5 Year | 13.95% | 17.77% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.55% | 12.28% |
| Sharp | 0.76% | 0.54% |
| Beta | 0.93% | 0.99% |
| Alpha | 1.53% | -0.94% |
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 | 8.65 | 7.01 |
| Large Cap | 79.22 | 84.52 |
| Mid Cap | 7.75 | 6.95 |
| Small Cap | 4.37 | 1.52 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.97 | 0.55 |
| Communication Services | 3.89 | 5.4 |
| Energy | 8.22 | 7.64 |
| Technology | 9.64 | 11.53 |
| Consumer Cyclical | 13.07 | 11.46 |
| Industrials | 8.96 | 8.8 |
| Consumer Defensive | 7.46 | 5.54 |
| Basic Materials | 7.43 | 5.05 |
| Financial Services | 29.93 | 37.98 |
| Healthcare | 4.7 | 3.66 |
| Real Estate | 0.88 | 0.94 |
| Utilities | 2.85 | 1.45 |
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