Kotak Bluechip Fund vs Sundaram Large Cap Fund Regular Plan compare

Overview

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Fund	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹9461 Cr	₹3530 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	29 Dec 1998	05 Oct 2020
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	14.49%	23%
Expense Ratio	1.74	1.9
Manager	Harsha Upadhyaya	Sudhir Kedia
ISIN Code	INF174K01153	INF903JA1IZ3
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365	For units in excess of 25% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	-5.34%	-5.29%
6 Month	5.7%	4.61%
1 Year	25.76%	19.69%
3 Year	11.91%	10.32%
5 Year	16.72%	17.6%

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	17.62%	12.02%
3 Year	19.53%	16.46%
5 Year	19.43%	-

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Year	15.83%	16.47%
3 Year	13.91%	15.82%
5 Year	13.65%	-

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	11.55%	11.94%
Sharp	0.55%	0.79%
Beta	0.91%	0.91%
Alpha	0.63%	-0.84%

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Name	Harsha Upadhyaya	Sudhir Kedia
Total AUM	₹139411 Cr	₹10423 Cr
Fund Manage	11	8
	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	3.66	5.73
Large Cap	83.68	90.26
Mid Cap	9.95	3.54
Small Cap	2.41	0.45

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	3.66	1.19
Telecom - Services	3.38	-
Petroleum Products	6.79	-
IT - Software	11.65	-
Pharmaceuticals & Biotechnology	3.74	-
Construction	3.54	6.03
Retailing	2.25	-
Diversified FMCG	5.66	-
Non - Ferrous Metals	1.01	-
Banks	20.43	-
Aerospace & Defense	0.74	-
Cement & Cement Products	2.39	-
Ferrous Metals	1.19	-
Realty	1.13	-
Insurance	0.9	0.59
Automobiles	6.39	-
Personal Products	1.51	-
Finance	4.03	-
Fertilizers & Agrochemicals	1.24	-
Consumer Durables	2.4	-
Gas	0.89	-
Industrial Products	0.95	-
Auto Components	5.11	-
Chemicals & Petrochemicals	1.29	-
Healthcare Services	0.51	-
Transport Services	1.81	-
Power	3.75	-
Beverages	1.36	-
Automobile	-	5.93
Energy	-	11.41
Technology	-	9.59
Materials	-	2.54
Financial	-	33.77
Consumer Staples	-	8.61
Metals & Mining	-	1.12
Healthcare	-	6.38
Capital Goods	-	1.16
Services	-	5.81
Consumer Discretionary	-	0.91
Communication	-	4.94