Edelweiss Large Cap Fund vs Kotak Bluechip Fund compare

Overview

Scheme Name	Kotak Bluechip Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Fund	Kotak Bluechip Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹9461 Cr	₹974 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	29 Dec 1998	20 May 2009
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	14.49%	79%
Expense Ratio	1.74	2.21
Manager	Harsha Upadhyaya	Bhavesh Jain
ISIN Code	INF174K01153	INF754K01046
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365	Exit load of 1%, if redeemed within 90 days./365

Scheme Name	Kotak Bluechip Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Month	-6.43%	-3.96%
6 Month	7.79%	10.19%
1 Year	27.28%	28.97%
3 Year	11.14%	13.36%
5 Year	16.92%	17.21%

Scheme Name	Kotak Bluechip Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	17.62%	16.04%
3 Year	19.53%	20.23%
5 Year	19.43%	19.65%

Scheme Name	Kotak Bluechip Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Year	15.83%	13.31%
3 Year	13.91%	13.29%
5 Year	13.65%	13.98%

Scheme Name	Kotak Bluechip Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Standard Deviation	11.55%	11.77%
Sharp	0.55%	0.85%
Beta	0.91%	0.91%
Alpha	0.63%	2.04%

Scheme Name	Kotak Bluechip Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Name	Harsha Upadhyaya	Bhavesh Jain
Total AUM	₹139411 Cr	₹0 Cr
Fund Manage	11	22
	Kotak Bluechip Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option

Scheme Name	Kotak Bluechip Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Others	3.66	7.34
Large Cap	83.68	76.94
Mid Cap	9.95	14.95
Small Cap	2.41	0.71

Scheme Name	Kotak Bluechip Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Others	3.66	0.2
Telecom - Services	3.38	-
Petroleum Products	6.79	-
IT - Software	11.65	-
Pharmaceuticals & Biotechnology	3.74	-
Construction	3.54	4.52
Retailing	2.25	-
Diversified FMCG	5.66	-
Non - Ferrous Metals	1.01	-
Banks	20.43	-
Aerospace & Defense	0.74	-
Cement & Cement Products	2.39	-
Ferrous Metals	1.19	-
Realty	1.13	-
Insurance	0.9	0.69
Automobiles	6.39	-
Personal Products	1.51	-
Finance	4.03	-
Fertilizers & Agrochemicals	1.24	-
Consumer Durables	2.4	-
Gas	0.89	-
Industrial Products	0.95	-
Auto Components	5.11	-
Chemicals & Petrochemicals	1.29	-
Healthcare Services	0.51	-
Transport Services	1.81	-
Power	3.75	-
Beverages	1.36	-
Financial	-	30.96
Capital Goods	-	5.33
Healthcare	-	8.37
Automobile	-	11.59
Energy	-	10.26
Technology	-	7.42
Materials	-	2.55
Consumer Staples	-	6.17
Metals & Mining	-	3.1
Services	-	3.51
Consumer Discretionary	-	0.42
Chemicals	-	1.44
Communication	-	3.41