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) | ₹10342 Cr | ₹30235 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 | -1.55% | -1.64% |
6 Month | 9.6% | 9.83% |
1 Year | 2.49% | 2.72% |
3 Year | 14.31% | 14.79% |
5 Year | 18.88% | 19.47% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
6 Month | 2.97% | 2.93% |
1 Year | 5.66% | 5.77% |
3 Year | 13.88% | 14.13% |
5 Year | 14.19% | 14.67% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Year | 15.4% | 17.99% |
3 Year | 13.97% | 15.49% |
5 Year | 13.86% | 15.13% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Standard Deviation | 12.14% | 11.64% |
Sharp | 0.75% | 0.85% |
Beta | 0.95% | 0.93% |
Alpha | 0.79% | 1.78% |
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 | 8.12 | 7.15 |
Large Cap | 79.33 | 81.14 |
Mid Cap | 8.03 | 3.75 |
Small Cap | 4.52 | 7.96 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 4.16 | 4.23 |
Communication Services | 3.79 | 4.45 |
Energy | 7.94 | 5.82 |
Technology | 9.89 | 8.07 |
Consumer Cyclical | 12.58 | 11.56 |
Industrials | 8.81 | 9.8 |
Consumer Defensive | 7.35 | 7.1 |
Basic Materials | 8.06 | 4.96 |
Financial Services | 28.85 | 34.3 |
Healthcare | 4.63 | 5.91 |
Real Estate | 0.9 | 1.36 |
Utilities | 3.04 | 2.43 |
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