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 | 0.82% | 0.91% |
6 Month | 9.2% | 8.35% |
1 Year | 3.29% | 2.88% |
3 Year | 16.61% | 16.73% |
5 Year | 18.49% | 19.58% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
6 Month | 2.73% | 2.54% |
1 Year | 13.67% | 13.33% |
3 Year | 14.87% | 14.93% |
5 Year | 14.58% | 14.89% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Year | 15.22% | 17.8% |
3 Year | 14.04% | 15.45% |
5 Year | 13.89% | 15.17% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Standard Deviation | 11.84% | 11.64% |
Sharp | 0.73% | 0.79% |
Beta | 0.95% | 0.94% |
Alpha | 0.70% | 1.23% |
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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