Kotak Bluechip Fund vs Mahindra Manulife Large Cap Fund compare

Overview

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Fund	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹9327 Cr	₹577 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	29 Dec 1998	18 Mar 2019
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	14.49%	101%
Expense Ratio	1.75	2.35
Manager	Harsha Upadhyaya	Abhinav Khandelwal
ISIN Code	INF174K01153	INF174V01697
Exits Load	Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Mahindra Manulife Large Cap Fund - Regular Plan - 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	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
1 Month	1.46%	0.49%
6 Month	1.64%	-0.06%
1 Year	17.52%	14.86%
3 Year	14.05%	12.51%
5 Year	16.64%	15.13%

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	10.52%	5.9%
3 Year	18.26%	15.96%
5 Year	18.79%	17.22%

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
1 Year	15.83%	15.14%
3 Year	13.91%	15.81%
5 Year	13.65%	16.84%

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Standard Deviation	11.55%	11.79%
Sharp	0.67%	0.89%
Beta	0.91%	0.91%
Alpha	1.04%	0.51%

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Name	Harsha Upadhyaya	Abhinav Khandelwal
Total AUM	₹139411 Cr	₹5522 Cr
Fund Manage	11	5
	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Others	4.34	3.36
Large Cap	83.85	81.5
Mid Cap	10.08	11.79
Small Cap	2.4	3.35

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Others	4.34	1.92
Telecom - Services	3.35	3.26
Petroleum Products	6.45	7.61
IT - Software	12.16	11.43
Pharmaceuticals & Biotechnology	3.05	4.32
Construction	3.88	4.56
Retailing	2.63	3.52
Diversified FMCG	5.39	4.03
Non - Ferrous Metals	0.91	0.87
Banks	21.49	26.66
Aerospace & Defense	0.75	-
Cement & Cement Products	2.09	3.08
Ferrous Metals	1.18	-
Pharmaceuticals and Biotechnology	0.46	-
Realty	1.18	-
Automobiles	6.74	4.97
Personal Products	1.6	2.48
Finance	3.96	2
Fertilizers & Agrochemicals	1.3	-
Gas	0.86	2
Consumer Durables	2.1	2.15
Industrial Products	0.92	0.96
Auto Components	4.76	1.89
Chemicals & Petrochemicals	1.21	1.33
Healthcare Services	0.53	-
Transport Services	1.61	-
Power	3.84	3.68
Insurance	0.62	1.41
Beverages	1.31	-
Agricultural Food & other Products	-	1.18
Oil	-	1.5
Food Products	-	1.84
Industrial Manufacturing	-	1.35