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Kotak Bluechip Fund vs Mahindra Manulife Large Cap Fund compare

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tortoise-icon Kotak Large Cap Fund - Growth

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tortoise-icon Mahindra Manulife Large Cap Fund - Regular Plan - Growth

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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 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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