Sundaram Large Cap Fund Regular Plan vs Kotak Bluechip Fund 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) ₹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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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% -

Rolling Lumpsum Returns

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% -

Risk Management

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%

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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 3.66 5.73
Large Cap 83.68 90.26
Mid Cap 9.95 3.54
Small Cap 2.41 0.45

Sector Allocation

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

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