Mirae Asset Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
Mirae Asset Large Cap Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Kotak Large Cap Fund - Growth | Mirae Asset Large Cap Fund - Growth Plan |
|---|---|---|
| Fund | Kotak Large Cap Fund - Growth | Mirae Asset Large Cap Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹11081 Cr | ₹41088 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 04 Apr 2008 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 14.49% | 22% |
| Expense Ratio | 1.74 | 1.53 |
| Manager | Harsha Upadhyaya | Gaurav Misra |
| ISIN Code | INF174K01153 | INF769K01010 |
| Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Mirae Asset Large Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Mirae Asset Large Cap Fund - Growth Plan |
|---|---|---|
| 1 Month | -0.76% | -0.58% |
| 6 Month | 3.84% | 4.88% |
| 1 Year | 4.76% | 5.99% |
| 3 Year | 14.9% | 12.82% |
| 5 Year | 15.3% | 13.83% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Mirae Asset Large Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 2.9% | 3.2% |
| 1 Year | 15.47% | 16.72% |
| 3 Year | 14.2% | 13.3% |
| 5 Year | 13.95% | 12.54% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Mirae Asset Large Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 14.82% | 12.99% |
| 3 Year | 14.16% | 15.09% |
| 5 Year | 13.95% | 16.06% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Mirae Asset Large Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 11.55% | 11.33% |
| Sharp | 0.76% | 0.53% |
| Beta | 0.93% | 0.92% |
| Alpha | 1.53% | -1.04% |
Fund Managers
| Scheme Name | Kotak Large Cap Fund - Growth | Mirae Asset Large Cap Fund - Growth Plan |
|---|---|---|
| Name | Harsha Upadhyaya | Gaurav Misra |
| Total AUM | ₹139411 Cr | ₹45211 Cr |
| Funds Managed | 11 | 2 |
| Kotak Large Cap Fund - Growth | Mirae Asset Large Cap Fund - Growth Plan |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
Mirae Asset Large Cap Fund - Growth Plan |
|---|---|---|
| Others | 8.65 | 3.87 |
| Large Cap | 79.22 | 84.03 |
| Mid Cap | 7.75 | 8.14 |
| Small Cap | 4.37 | 3.96 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Mirae Asset Large Cap Fund - Growth Plan |
|---|---|---|
| Others | 2.97 | 0.5 |
| Communication Services | 3.89 | 4.8 |
| Energy | 8.22 | 5.82 |
| Technology | 9.64 | 11.35 |
| Consumer Cyclical | 13.07 | 13.81 |
| Industrials | 8.96 | 8.14 |
| Consumer Defensive | 7.46 | 9.9 |
| Basic Materials | 7.43 | 5.49 |
| Financial Services | 29.93 | 31.37 |
| Healthcare | 4.7 | 4.93 |
| Real Estate | 0.88 | 0.79 |
| Utilities | 2.85 | 3.09 |
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