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 | 2.54% | 2.61% |
| 6 Month | 6.81% | 7.17% |
| 1 Year | 7.21% | 7.66% |
| 3 Year | 15.22% | 13.02% |
| 5 Year | 18.27% | 16.57% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Mirae Asset Large Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 3.88% | 3.72% |
| 1 Year | 14.77% | 14.93% |
| 3 Year | 14.78% | 13.38% |
| 5 Year | 14.4% | 12.75% |
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 |
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