Kotak Bluechip Fund vs Edelweiss Large Cap 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) ₹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

Trailing Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Month -5.75% -6.34%
6 Month 5.23% 4.28%
1 Year 25.2% 23.21%
3 Year 11.72% 12.76%
5 Year 16.6% 16.33%

SIP Return Analysis

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%

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 0.55% 0.85%
Beta 0.91% 0.91%
Alpha 0.63% 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 3.66 7.34
Large Cap 83.68 76.94
Mid Cap 9.95 14.95
Small Cap 2.41 0.71

Sector Allocation

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

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