Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Mahindra Manulife Large Cap Fund vs Kotak Bluechip Fund compare

Link copied to clipboard!

tortoise-icon Kotak Large Cap Fund - Growth

Invest Now

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

Invest Now

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) ₹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

Top Comparisons

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns20.31%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns21.15%

Compare Now

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns23.83%

VS

Tata Silver ETF Fund of Fund - Regular (G) Tata Silver ETF Fund of Fund - Regular (G)

3Y Returns0%

Compare Now

BANDHAN Government Securities Fund - IP - Regular Plan - Growth BANDHAN Government Securities Fund - IP - Regular Plan - Growth

3Y Returns6.92%

VS

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns6.7%

Compare Now

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns7.62%

VS

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns6.83%

Compare Now
Add to Cart Successfully