Mirae Asset Large Cap Fund vs Kotak Bluechip Fund compare

Mirae Asset Large Cap Fund vs Kotak Bluechip Fund compare

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Kotak Large Cap Fund - Growth

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Mirae Asset Large Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹10235 Cr	₹39975 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	2.45%	2.8%
6 Month	13.64%	14.37%
1 Year	-0.9%	-0.13%
3 Year	14.25%	12.45%
5 Year	18.76%	16.87%

SIP Return Analysis

Scheme Name	Kotak Large Cap Fund - Growth	Mirae Asset Large Cap Fund - Growth Plan
6 Month	3.32%	4.04%
1 Year	10.77%	12.54%
3 Year	14.62%	13.39%
5 Year	14.42%	12.88%

Rolling Lumpsum Returns

Scheme Name	Kotak Large Cap Fund - Growth	Mirae Asset Large Cap Fund - Growth Plan
1 Year	15.4%	13.27%
3 Year	13.97%	15.24%
5 Year	13.86%	15.99%

Risk Management

Scheme Name	Kotak Large Cap Fund - Growth	Mirae Asset Large Cap Fund - Growth Plan
Standard Deviation	12.13%	11.58%
Sharp	0.60%	0.48%
Beta	0.95%	0.90%
Alpha	0.66%	-0.70%

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	8.12	3.32
Large Cap	79.33	83.03
Mid Cap	8.03	8.93
Small Cap	4.52	4.73

Sector Allocation

Scheme Name	Kotak Large Cap Fund - Growth	Mirae Asset Large Cap Fund - Growth Plan
Others	4.16	1.07
Communication Services	3.79	4
Energy	7.94	5.61
Technology	9.89	12.04
Consumer Cyclical	12.58	11.39
Industrials	8.81	7.16
Consumer Defensive	7.35	10.63
Basic Materials	8.06	8.04
Financial Services	28.85	31.16
Healthcare	4.63	5.01
Real Estate	0.9	0.63
Utilities	3.04	3.25

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