Sundaram Large Cap Fund Regular Plan vs Kotak Bluechip Fund 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)	₹9327 Cr	₹3453 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	29 Dec 1998	01 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	1.89
Manager	Harsha Upadhyaya	Sudhir Kedia
ISIN Code	INF174K01153	INF903JA1IZ3
Exits Load	Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	1.46%	1.25%
6 Month	1.64%	1.76%
1 Year	17.52%	12.24%
3 Year	14.05%	12.42%
5 Year	16.64%	17.6%

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	10.52%	6.22%
3 Year	18.26%	15.27%
5 Year	18.79%	-

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	0.67%	0.79%
Beta	0.91%	0.91%
Alpha	1.04%	-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	4.34	5.73
Large Cap	83.85	90.26
Mid Cap	10.08	3.54
Small Cap	2.4	0.45

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	4.34	1.19
Telecom - Services	3.35	-
Petroleum Products	6.45	-
IT - Software	12.16	-
Pharmaceuticals & Biotechnology	3.05	-
Construction	3.88	6.03
Retailing	2.63	-
Diversified FMCG	5.39	-
Non - Ferrous Metals	0.91	-
Banks	21.49	-
Aerospace & Defense	0.75	-
Cement & Cement Products	2.09	-
Ferrous Metals	1.18	-
Pharmaceuticals and Biotechnology	0.46	-
Realty	1.18	-
Automobiles	6.74	-
Personal Products	1.6	-
Finance	3.96	-
Fertilizers & Agrochemicals	1.3	-
Gas	0.86	-
Consumer Durables	2.1	-
Industrial Products	0.92	-
Auto Components	4.76	-
Chemicals & Petrochemicals	1.21	-
Healthcare Services	0.53	-
Transport Services	1.61	-
Power	3.84	-
Insurance	0.62	0.59
Beverages	1.31	-
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