Sundaram Large Cap Fund Regular Plan vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹9268 Cr | ₹3319 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 | 1.74 | 1.93 |
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.04% | 3.14% |
6 Month | -4.05% | -4.23% |
1 Year | 11.25% | 7.25% |
3 Year | 13.9% | 12% |
5 Year | 23.21% | - |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 1.07% | 0.54% |
1 Year | -1.73% | -2.7% |
3 Year | 14.45% | 11.76% |
5 Year | 15.35% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.88% | 16.09% |
3 Year | 13.9% | 15.35% |
5 Year | 13.72% | - |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.859% | 12.412% |
Sharp | 0.434% | 0.415% |
Beta | 0.925% | 0.927% |
Alpha | 0.048% | -1.547% |
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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 |
Funds Managed | 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 | 6.31 | 4.17 |
Large Cap | 81.03 | 86.51 |
Mid Cap | 8.33 | 7.49 |
Small Cap | 4.32 | 1.84 |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.16 | 4.17 |
Communication Services | 3.4 | 5.88 |
Energy | 6.32 | 5.73 |
Technology | 13.08 | 10.54 |
Consumer Cyclical | 14.34 | 10.65 |
Healthcare | 3.86 | 7.65 |
Industrials | 7.9 | 9.32 |
Consumer Defensive | 8.37 | 5.97 |
Basic Materials | 6.99 | 4 |
Financial Services | 25.53 | 34.16 |
Real Estate | 1.08 | - |
Utilities | 3.98 | 1.92 |
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