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)	₹8849 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	1.75	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	0.69%	1.03%
6 Month	18.56%	19.36%
1 Year	36.59%	37.57%
3 Year	16.49%	16.81%
5 Year	20.41%	19.45%

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	15.77%	14.47%
3 Year	33.55%	31.07%
5 Year	64.9%	60.22%

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
1 Year	20.58%	19.49%
3 Year	49.28%	46.61%
5 Year	70.83%	66.83%

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Standard Deviation	11.55%	11.79%
Sharp	0.93%	0.89%
Beta	0.89%	0.91%
Alpha	0.95%	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	3.36
Large Cap	79.3	81.5
Mid Cap	15.4	11.79
Small Cap	2.35	3.35

Scheme Name	Kotak Bluechip Fund - Growth	Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Others	1.12	1.92
Financial	24.42	-
Communication	3.38	-
Energy	11.14	-
Technology	9.64	-
Healthcare	4.47	-
Construction	5.57	4.56
Consumer Staples	8.51	-
Metals & Mining	2.67	-
Capital Goods	2.49	-
Materials	3.28	-
Insurance	0.98	1.41
Automobile	12.58	-
Services	4.66	-
Chemicals	2.42	-
Consumer Discretionary	2.16	-
Unclassified	0.56	-
Automobiles	-	4.97
Petroleum Products	-	7.61
IT - Software	-	11.43
Personal Products	-	2.48
Non - Ferrous Metals	-	0.87
Banks	-	26.66
Cement & Cement Products	-	3.08
Pharmaceuticals & Biotechnology	-	4.32
Agricultural Food & other Products	-	1.18
Telecom - Services	-	3.26
Gas	-	2
Diversified FMCG	-	4.03
Consumer Durables	-	2.15
Retailing	-	3.52
Oil	-	1.5
Food Products	-	1.84
Auto Components	-	1.89
Power	-	3.68
Industrial Products	-	0.96
Chemicals & Petrochemicals	-	1.33
Industrial Manufacturing	-	1.35
Finance	-	2