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)	₹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

Scheme Name	Kotak Bluechip Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Month	4.05%	2.74%
6 Month	4.24%	2.59%
1 Year	20.52%	18.17%
3 Year	15.04%	15.59%
5 Year	17.25%	16.99%

Scheme Name	Kotak Bluechip Fund - Growth	Edelweiss Large Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	19.41%	15.55%
3 Year	21.15%	20.94%
5 Year	20.25%	19.97%

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	0.67%	0.85%
Beta	0.91%	0.91%
Alpha	1.04%	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	4.34	7.34
Large Cap	83.85	76.94
Mid Cap	10.08	14.95
Small Cap	2.4	0.71

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