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) | ₹10427 Cr | ₹39616 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| 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 | 3.22% | 3.1% |
| 6 Month | 7.16% | 7.48% |
| 1 Year | 6.73% | 7.17% |
| 3 Year | 15.28% | 13.05% |
| 5 Year | 18.76% | 17.15% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Mirae Asset Large Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 0.39% | 0.3% |
| 1 Year | 7.73% | 8.15% |
| 3 Year | 12.32% | 11% |
| 5 Year | 13.05% | 11.46% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Mirae Asset Large Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 15.22% | 13.14% |
| 3 Year | 14.04% | 15.19% |
| 5 Year | 13.89% | 16.05% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Mirae Asset Large Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 11.78% | 11.39% |
| Sharp | 0.72% | 0.57% |
| Beta | 0.95% | 0.92% |
| Alpha | 0.55% | -1.19% |
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 | 7.54 | 2.88 |
| Large Cap | 79.46 | 85.13 |
| Mid Cap | 7.67 | 7.6 |
| Small Cap | 5.33 | 4.38 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Mirae Asset Large Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.37 | 0.22 |
| Communication Services | 3.69 | 4.51 |
| Energy | 7.86 | 5.59 |
| Technology | 9.47 | 10.71 |
| Consumer Cyclical | 13.93 | 14.19 |
| Industrials | 8.79 | 7.54 |
| Consumer Defensive | 7.44 | 10.18 |
| Basic Materials | 8.12 | 7.01 |
| Financial Services | 28.87 | 31.28 |
| Healthcare | 4.43 | 4.89 |
| Real Estate | 0.86 | 0.6 |
| Utilities | 3.17 | 3.28 |
Top Comparisons
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.56%
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.21%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.79%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.4%
Franklin India Small Cap Fund-Growth
3Y Returns21.74%
Quant Small Cap Fund Regular Growth
3Y Returns24.07%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.34%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.37%