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)	₹10900 Cr	₹738 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

Scheme Name	Kotak Large Cap Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
1 Month	1.6%	2.04%
6 Month	5.57%	4.49%
1 Year	4.74%	4.16%
3 Year	14.82%	13.12%
5 Year	16.35%	15.75%

Scheme Name	Kotak Large Cap Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
6 Month	4.18%	3.37%
1 Year	17.06%	13.92%
3 Year	15.14%	13.4%
5 Year	14.66%	13.25%

Scheme Name	Kotak Large Cap Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
1 Year	14.85%	10.49%
3 Year	14.14%	15.14%
5 Year	13.94%	17.85%

Scheme Name	Kotak Large Cap Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Standard Deviation	11.55%	12.32%
Sharp	0.79%	0.57%
Beta	0.93%	0.98%
Alpha	1.24%	-1.22%

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

Scheme Name	Kotak Large Cap Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Others	3.16	8.4
Large Cap	82.93	84.98
Mid Cap	8.89	5.11
Small Cap	5.25	1.51

Scheme Name	Kotak Large Cap Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Others	3.16	3.43
Telecom - Services	3.87	-
Petroleum Products	8.13	-
IT - Software	8.48	-
Retailing	3.93	-
Construction	3.98	-
Diversified FMCG	4.15	-
Non - Ferrous Metals	0.83	-
Banks	22.94	-
Pharmaceuticals & Biotechnology	3.48	-
Ferrous Metals	1.7	-
Realty	0.92	-
Automobiles	6.27	-
Personal Products	1.12	-
Finance	5.45	-
Fertilizers & Agrochemicals	1.34	-
Food Products	0.75	-
Gas	0.58	-
Aerospace & Defense	1.59	-
Industrial Products	1.11	-
Auto Components	3.41	-
Consumer Durables	1.31	-
Chemicals & Petrochemicals	1.58	-
Cement & Cement Products	2.45	-
Healthcare Services	0.92	-
Capital Markets	0.28	-
Transport Services	2.03	-
Power	2.43	-
Insurance	0.84	-
Beverages	1.2	-
Energy	-	7.35
Industrials	-	7.42
Technology	-	10.64
Consumer Cyclical	-	10.77
Consumer Defensive	-	5.9
Financial Services	-	37.15
Healthcare	-	3.73
Basic Materials	-	5.61
Communication Services	-	5.42
Real Estate	-	0.99
Utilities	-	1.57