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) | ₹10427 Cr | ₹30001 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 | 2.45% | 2.31% |
| 6 Month | 6.33% | 6.14% |
| 1 Year | 10.01% | 9.61% |
| 3 Year | 15.23% | 15.2% |
| 5 Year | 17.17% | 17.68% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.35% | 2.11% |
| 1 Year | 12.7% | 12.29% |
| 3 Year | 13.87% | 13.86% |
| 5 Year | 13.82% | 14.07% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.92% | 17.65% |
| 3 Year | 14.1% | 15.55% |
| 5 Year | 13.93% | 15.23% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.78% | 11.64% |
| Sharp | 0.72% | 0.79% |
| Beta | 0.95% | 0.94% |
| Alpha | 0.55% | 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 | 7.54 | 7.25 |
| Large Cap | 79.46 | 81.86 |
| Mid Cap | 7.67 | 3.6 |
| Small Cap | 5.33 | 7.29 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Others | 3.37 | 4.44 |
| Communication Services | 3.69 | 4.65 |
| Energy | 7.86 | 5.23 |
| Technology | 9.47 | 8.3 |
| Consumer Cyclical | 13.93 | 13.27 |
| Industrials | 8.79 | 9.02 |
| Consumer Defensive | 7.44 | 7.37 |
| Basic Materials | 8.12 | 4.94 |
| Financial Services | 28.87 | 33.81 |
| Healthcare | 4.43 | 5.41 |
| Real Estate | 0.86 | 1.27 |
| Utilities | 3.17 | 2.29 |
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