Kotak Bluechip Fund vs Mahindra Manulife Large Cap Fund compare
Kotak Bluechip Fund - Growth
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹9268 Cr | ₹587 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 | 1.74 | 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 7.06% | 6.5% |
6 Month | -10.93% | -10.18% |
1 Year | 7.95% | 6.72% |
3 Year | 13.6% | 12.38% |
5 Year | 23.55% | 22.45% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -2.82% | -1.48% |
1 Year | -5.39% | -5.12% |
3 Year | 13.77% | 13.15% |
5 Year | 15.3% | 14.73% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.88% | 15.21% |
3 Year | 13.9% | 15.48% |
5 Year | 13.72% | 15.92% |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.859% | 12.761% |
Sharp | 0.434% | 0.415% |
Beta | 0.925% | 0.944% |
Alpha | 0.048% | -1.519% |
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Fund Managers
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 |
Funds Managed | 11 | 5 |
Kotak Bluechip Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Bluechip Fund - Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 6.31 | 5.1 |
Large Cap | 81.03 | 83.74 |
Mid Cap | 8.33 | 7.26 |
Small Cap | 4.32 | 3.91 |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.16 | 3.18 |
Communication Services | 3.4 | 4.02 |
Energy | 6.32 | 7.8 |
Technology | 13.08 | 9.98 |
Consumer Cyclical | 14.34 | 9.13 |
Healthcare | 3.86 | 5.53 |
Industrials | 7.9 | 11.63 |
Consumer Defensive | 8.37 | 7.01 |
Basic Materials | 6.99 | 5.43 |
Financial Services | 25.53 | 34.18 |
Real Estate | 1.08 | - |
Utilities | 3.98 | 2.11 |
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