Edelweiss Large Cap Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon Edelweiss Large Cap Fund - Regular Plan - Growth Option

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Chart Comparison

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

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) ₹9327 Cr ₹1081 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 1.75 2.18
Manager Harsha Upadhyaya Bhavesh Jain
ISIN Code INF174K01153 INF754K01046
Exits Load Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Month -4.15% -2.84%
6 Month -5.84% -5.34%
1 Year 11.12% 10.43%
3 Year 11.44% 12.69%
5 Year 15.51% 15.47%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 1.59% 0.3%
3 Year 15.25% 15.68%
5 Year 16.84% 17%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
Standard Deviation 11.55% 11.77%
Sharp 0.54% 0.85%
Beta 0.9% 0.91%
Alpha 1.13% 2.04%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Others 4.34 7.34
Large Cap 83.85 76.94
Mid Cap 10.08 14.95
Small Cap 2.4 0.71

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Others 4.34 0.2
Telecom - Services 3.35 -
Petroleum Products 6.45 -
IT - Software 12.16 -
Pharmaceuticals & Biotechnology 3.05 -
Construction 3.88 4.52
Retailing 2.63 -
Diversified FMCG 5.39 -
Non - Ferrous Metals 0.91 -
Banks 21.49 -
Aerospace & Defense 0.75 -
Cement & Cement Products 2.09 -
Ferrous Metals 1.18 -
Pharmaceuticals and Biotechnology 0.46 -
Realty 1.18 -
Automobiles 6.74 -
Personal Products 1.6 -
Finance 3.96 -
Fertilizers & Agrochemicals 1.3 -
Gas 0.86 -
Consumer Durables 2.1 -
Industrial Products 0.92 -
Auto Components 4.76 -
Chemicals & Petrochemicals 1.21 -
Healthcare Services 0.53 -
Transport Services 1.61 -
Power 3.84 -
Insurance 0.62 0.69
Beverages 1.31 -
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

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