Mahindra Manulife Large Cap Fund vs Kotak Bluechip Fund compare

Mahindra Manulife Large Cap Fund vs Kotak Bluechip Fund compare

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Kotak Large Cap Fund - Growth

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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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