Kotak Bluechip Fund vs Sundaram Large Cap Fund Regular Plan compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹8849 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 1.75 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

Trailing Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Month 0.69% 1.21%
6 Month 18.56% 14.15%
1 Year 36.59% 30.4%
3 Year 16.49% 14.74%
5 Year 20.41% 17.6%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month - -
1 Year 15.77% 11.37%
3 Year 33.55% 28.16%
5 Year 64.9% 36.71%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 20.58% 15.39%
3 Year 49.28% 37.18%
5 Year 70.83% 40.81%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 11.55% 11.94%
Sharp 0.93% 0.79%
Beta 0.89% 0.91%
Alpha 0.95% -0.84%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 3 5.73
Large Cap 79.3 90.26
Mid Cap 15.4 3.54
Small Cap 2.35 0.45

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 1.12 1.19
Financial 24.42 33.77
Communication 3.38 4.94
Energy 11.14 11.41
Technology 9.64 9.59
Healthcare 4.47 6.38
Construction 5.57 6.03
Consumer Staples 8.51 8.61
Metals & Mining 2.67 1.12
Capital Goods 2.49 1.16
Materials 3.28 2.54
Insurance 0.98 0.59
Automobile 12.58 5.93
Services 4.66 5.81
Chemicals 2.42 -
Consumer Discretionary 2.16 0.91
Unclassified 0.56 -

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