Sundaram Large Cap Fund Regular Plan vs Kotak Bluechip Fund compare

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Kotak Bluechip Fund - Growth

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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 Risk	Very High Risk
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

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	-2.04%	-0.79%
6 Month	-9.04%	-7.49%
1 Year	6.3%	3.63%
3 Year	12%	10.8%
5 Year	14.99%	-

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	-6.59%	-5.67%
3 Year	12.45%	10.99%
5 Year	15.23%	-

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%	-

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	12.419%	12.412%
Sharp	0.522%	0.415%
Beta	0.925%	0.927%
Alpha	-0.21%	-1.547%

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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	7.04
Large Cap	83.85	86.5
Mid Cap	10.08	5.27
Small Cap	2.4	1.22

Scheme Name	Kotak Bluechip Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	4.34	7.04
Telecom - Services	3.35	4.55
Petroleum Products	6.45	5.37
IT - Software	12.16	10.49
Pharmaceuticals & Biotechnology	3.05	8.31
Construction	3.88	5.88
Retailing	2.63	2.46
Diversified FMCG	5.39	-
Non - Ferrous Metals	0.91	1.83
Banks	21.49	29.96
Aerospace & Defense	0.75	-
Cement & Cement Products	2.09	2.08
Ferrous Metals	1.18	-
Pharmaceuticals and Biotechnology	0.46	-
Realty	1.18	-
Automobiles	6.74	6.09
Personal Products	1.6	-
Finance	3.96	-
Fertilizers & Agrochemicals	1.3	-
Gas	0.86	-
Consumer Durables	2.1	1.87
Industrial Products	0.92	0.67
Auto Components	4.76	0.26
Chemicals & Petrochemicals	1.21	-
Healthcare Services	0.53	-
Transport Services	1.61	1.94
Power	3.84	1.92
Insurance	0.62	2.89
Beverages	1.31	3.36
Agricultural Food & other Products	-	0.86
Transport Infrastructure	-	0.96
Leisure Services	-	1.24