Mahindra Manulife Large Cap Fund vs Kotak Bluechip 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) | ₹10516 Cr | ₹730 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 | -2.03% | -2.97% |
6 Month | 8.06% | 7.62% |
1 Year | 0.23% | -2.38% |
3 Year | 16.03% | 14.73% |
5 Year | 19.34% | 18.66% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.12% | 2.78% |
1 Year | 5.99% | 4.14% |
3 Year | 15.13% | 13.77% |
5 Year | 15.18% | 14.19% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.64% | 12.96% |
3 Year | 13.9% | 15.29% |
5 Year | 13.8% | 16.23% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.59% | 12.69% |
Sharp | 1.00% | 0.91% |
Beta | 0.94% | 0.93% |
Alpha | 0.50% | -0.49% |
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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 | 7.91 | 5.48 |
Large Cap | 79.22 | 85.18 |
Mid Cap | 8.19 | 7.24 |
Small Cap | 4.68 | 2.1 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.36 | 2.24 |
Communication Services | 3.87 | 5.32 |
Energy | 8 | 7.49 |
Technology | 11.06 | 10.87 |
Consumer Cyclical | 12.09 | 8.21 |
Healthcare | 3.67 | 4.73 |
Industrials | 8.87 | 8.77 |
Consumer Defensive | 6.63 | 8.37 |
Basic Materials | 8.29 | 5.94 |
Financial Services | 28.9 | 36.36 |
Real Estate | 0.97 | - |
Utilities | 3.28 | 1.69 |
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