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) ₹8849 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 1.75 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

Trailing Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Month 0.69% 1.93%
6 Month 18.56% 17.95%
1 Year 36.59% 37.29%
3 Year 16.49% 17.66%
5 Year 20.41% 20%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 15.77% 14.75%
3 Year 33.55% 35.12%
5 Year 64.9% 65.16%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Year 20.58% 20.07%
3 Year 49.28% 49.84%
5 Year 70.83% 71.4%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
Standard Deviation 11.55% 11.77%
Sharp 0.93% 0.98%
Beta 0.89% 0.9%
Alpha 0.95% 1.54%

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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

Large Cap 79.3 76.94
Mid Cap 15.4 14.95
Others 3 7.34
Small Cap 2.35 0.71

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Financial 24.42 30.96
Energy 11.14 10.26
Construction 5.57 4.52
Technology 9.64 7.42
Automobile 12.58 11.59
Communication 3.38 3.41
Consumer Staples 8.51 6.17
Materials 3.28 2.55
Healthcare 4.47 8.37
Services 4.66 3.51
Metals & Mining 2.67 3.1
Chemicals 2.42 1.44
Consumer Discretionary 2.16 0.42
Others 1.12 0.2
Capital Goods 2.49 5.33
Insurance 0.98 0.69
Unclassified 0.56 -

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