Mahindra Manulife Large Cap Fund vs Kotak Bluechip 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)	₹9461 Cr	₹511 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	29 Dec 1998	08 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	2.37
Manager	Harsha Upadhyaya	Abhinav Khandelwal
ISIN Code	INF174K01153	INF174V01697
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 3 months./365

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
1 Month	-5.75%	-5.57%
6 Month	5.23%	3.58%
1 Year	25.2%	22.78%
3 Year	11.72%	10.43%
5 Year	16.6%	15.02%

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	17.62%	14.43%
3 Year	19.53%	17.83%
5 Year	19.43%	18.21%

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	0.55%	0.89%
Beta	0.91%	0.91%
Alpha	0.63%	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	3.66	3.36
Large Cap	83.68	81.5
Mid Cap	9.95	11.79
Small Cap	2.41	3.35

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Others	3.66	1.92
Telecom - Services	3.38	3.26
Petroleum Products	6.79	7.61
IT - Software	11.65	11.43
Pharmaceuticals & Biotechnology	3.74	4.32
Construction	3.54	4.56
Retailing	2.25	3.52
Diversified FMCG	5.66	4.03
Non - Ferrous Metals	1.01	0.87
Banks	20.43	26.66
Aerospace & Defense	0.74	-
Cement & Cement Products	2.39	3.08
Ferrous Metals	1.19	-
Realty	1.13	-
Insurance	0.9	1.41
Automobiles	6.39	4.97
Personal Products	1.51	2.48
Finance	4.03	2
Fertilizers & Agrochemicals	1.24	-
Consumer Durables	2.4	2.15
Gas	0.89	2
Industrial Products	0.95	0.96
Auto Components	5.11	1.89
Chemicals & Petrochemicals	1.29	1.33
Healthcare Services	0.51	-
Transport Services	1.81	-
Power	3.75	3.68
Beverages	1.36	-
Agricultural Food & other Products	-	1.18
Oil	-	1.5
Food Products	-	1.84
Industrial Manufacturing	-	1.35