Mahindra Manulife Large Cap Fund vs Kotak Bluechip 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 | -4.81% | -4.13% |
6 Month | -10.55% | -11.16% |
1 Year | 3.21% | 1.65% |
3 Year | 15.08% | 13.6% |
5 Year | 16.89% | 16.03% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -7.97% | -6.77% |
1 Year | -12.1% | -11.84% |
3 Year | 10.88% | 10.24% |
5 Year | 13.83% | 13.17% |
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 | 12.419% | 12.761% |
Sharp | 0.522% | 0.415% |
Beta | 0.925% | 0.944% |
Alpha | -0.21% | -1.519% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 6.31427 | 5.09973 |
Large Cap | 81.03419 | 83.73837 |
Mid Cap | 8.32807 | 7.25608 |
Small Cap | 4.3235 | 3.90581 |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.16157 | 3.1813 |
Communication Services | 3.39704 | 4.01926 |
Energy | 6.31803 | 7.8021 |
Technology | 13.07686 | 9.97673 |
Consumer Cyclical | 14.3365 | 9.13109 |
Healthcare | 3.85595 | 5.53063 |
Industrials | 7.89833 | 11.6282 |
Consumer Defensive | 8.3707 | 7.00996 |
Basic Materials | 6.99436 | 5.42544 |
Financial Services | 25.53038 | 34.18218 |
Real Estate | 1.07564 | - |
Utilities | 3.98467 | 2.1131 |
Top Comparisons
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns6.75%
Aditya Birla Sun Life Savings Fund-Retail Growth
3Y Returns6.75%
Nippon India Short Term Fund-Growth Plan
3Y Returns6.21%
LIC MF Short Term Debt Fund Regular - Growth
3Y Returns5.47%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns10.67%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns10.19%
HDFC Short Term Debt Fund - Growth Option
3Y Returns6.61%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns6.18%