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) | ₹10235 Cr | ₹704 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 | 2.45% | 2.51% |
6 Month | 13.64% | 12.16% |
1 Year | -0.9% | -2.7% |
3 Year | 14.25% | 12.96% |
5 Year | 18.76% | 18.44% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.32% | 2.2% |
1 Year | 10.77% | 9% |
3 Year | 14.62% | 13.19% |
5 Year | 14.42% | 13.26% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.4% | 11.9% |
3 Year | 13.97% | 15.39% |
5 Year | 13.86% | 17.01% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.13% | 12.48% |
Sharp | 0.60% | 0.51% |
Beta | 0.95% | 0.97% |
Alpha | 0.66% | -0.31% |
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 | 8.12 | 5.82 |
Large Cap | 79.33 | 86.51 |
Mid Cap | 8.03 | 5.99 |
Small Cap | 4.52 | 1.68 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.16 | 2.59 |
Communication Services | 3.79 | 4.77 |
Energy | 7.94 | 6.77 |
Technology | 9.89 | 10.39 |
Consumer Cyclical | 12.58 | 8.12 |
Industrials | 8.81 | 8.45 |
Consumer Defensive | 7.35 | 9.32 |
Basic Materials | 8.06 | 6.13 |
Financial Services | 28.85 | 36.7 |
Healthcare | 4.63 | 4.74 |
Real Estate | 0.9 | - |
Utilities | 3.04 | 2.02 |
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