Aditya Birla Sun Life Frontline Equity Fund vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
Aditya Birla Sun Life Large Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Fund | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹10900 Cr | ₹31016 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Dec 1998 | 30 Aug 2002 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 14.49% | 45% |
| Expense Ratio | 1.74 | 1.65 |
| Manager | Harsha Upadhyaya | Dhaval Joshi |
| ISIN Code | INF174K01153 | INF209K01BR9 |
| Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 1 Month | 1.1% | 0.86% |
| 6 Month | 5.66% | 5.37% |
| 1 Year | 5.17% | 5.56% |
| 3 Year | 14.55% | 14.39% |
| 5 Year | 16.24% | 16.59% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 6 Month | 4.18% | 3.74% |
| 1 Year | 17.06% | 16.23% |
| 3 Year | 15.14% | 15.04% |
| 5 Year | 14.66% | 14.86% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.85% | 17.61% |
| 3 Year | 14.14% | 15.51% |
| 5 Year | 13.94% | 15.25% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.55% | 11.64% |
| Sharp | 0.79% | 0.79% |
| Beta | 0.93% | 0.94% |
| Alpha | 1.24% | 1.26% |
Fund Managers
| Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Dhaval Joshi |
| Total AUM | ₹139411 Cr | ₹361932 Cr |
| Funds Managed | 11 | 55 |
| Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Others | 3.16 | 3.43 |
| Large Cap | 82.93 | 85.16 |
| Mid Cap | 8.89 | 4.25 |
| Small Cap | 5.25 | 7.11 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Others | 3.16 | 3.43 |
| Telecom - Services | 3.87 | 4.41 |
| Petroleum Products | 8.13 | 5.38 |
| IT - Software | 8.48 | 8.38 |
| Retailing | 3.93 | 3.41 |
| Construction | 3.98 | 4.9 |
| Diversified FMCG | 4.15 | 3 |
| Non - Ferrous Metals | 0.83 | 1.38 |
| Banks | 22.94 | 25.51 |
| Pharmaceuticals & Biotechnology | 3.48 | 4.24 |
| Ferrous Metals | 1.7 | - |
| Realty | 0.92 | 1.31 |
| Automobiles | 6.27 | 7.07 |
| Personal Products | 1.12 | 2.27 |
| Finance | 5.45 | 5.72 |
| Fertilizers & Agrochemicals | 1.34 | 0.64 |
| Food Products | 0.75 | 0.58 |
| Gas | 0.58 | - |
| Aerospace & Defense | 1.59 | 0.39 |
| Industrial Products | 1.11 | 0.53 |
| Auto Components | 3.41 | 0.73 |
| Consumer Durables | 1.31 | 3.77 |
| Chemicals & Petrochemicals | 1.58 | - |
| Cement & Cement Products | 2.45 | 1.34 |
| Healthcare Services | 0.92 | 1.1 |
| Capital Markets | 0.28 | - |
| Transport Services | 2.03 | 1.36 |
| Power | 2.43 | 2.39 |
| Insurance | 0.84 | 2.91 |
| Beverages | 1.2 | 1.08 |
| Electrical Equipment | - | 1.8 |
| Diversified Metals | - | 0.55 |
| Entertainment | - | 0.12 |
| Industrial Manufacturing | - | 0.25 |
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