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) ₹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

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

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

Edelweiss Large Cap Fund - Regular Plan - Growth Option

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

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