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 | 1.6% | 1.47% |
| 6 Month | 5.57% | 5.55% |
| 1 Year | 4.74% | 5.31% |
| 3 Year | 14.82% | 14.66% |
| 5 Year | 16.35% | 16.72% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.93% | 3.77% |
| 1 Year | 16.69% | 16.28% |
| 3 Year | 14.62% | 14.66% |
| 5 Year | 14.26% | 14.52% |
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 | 0.76% | 0.75% |
| Beta | 0.93% | 0.94% |
| Alpha | 1.53% | 1.33% |
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 | 8.46 | 7.15 |
| Large Cap | 78.67 | 82.3 |
| Mid Cap | 7.85 | 3.45 |
| Small Cap | 5.03 | 7.1 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Others | 3.38 | 3.49 |
| Communication Services | 3.87 | 4.92 |
| Energy | 7.96 | 5.39 |
| Technology | 9.76 | 8.5 |
| Consumer Cyclical | 13.03 | 13.39 |
| Industrials | 9.01 | 9.23 |
| Consumer Defensive | 7.46 | 7.27 |
| Basic Materials | 7.89 | 4.65 |
| Financial Services | 29.31 | 34.13 |
| Healthcare | 4.39 | 5.33 |
| Real Estate | 0.91 | 1.32 |
| Utilities | 3.01 | 2.4 |
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