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) | ₹11087 Cr | ₹31386 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 | -2.22% | -2.7% |
| 6 Month | 2.76% | 1.74% |
| 1 Year | 11.6% | 11% |
| 3 Year | 15.69% | 15.8% |
| 5 Year | 14.62% | 14.93% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 6 Month | -2.18% | -2.18% |
| 1 Year | 2.58% | 2.22% |
| 3 Year | 10.37% | 10.45% |
| 5 Year | 12.01% | 12.28% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.71% | 17.44% |
| 3 Year | 14.19% | 15.52% |
| 5 Year | 13.96% | 15.28% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.55% | 11.64% |
| Sharp | 0.84% | 0.85% |
| Beta | 0.94% | 0.94% |
| Alpha | 1.25% | 1.31% |
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 | 9.08 | 7.51 |
| Large Cap | 79.05 | 82.71 |
| Mid Cap | 7.67 | 3.13 |
| Small Cap | 4.21 | 6.65 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Others | 2.95 | 3.28 |
| Communication Services | 3.9 | 4.77 |
| Energy | 8.39 | 5.63 |
| Technology | 9.89 | 9.12 |
| Consumer Cyclical | 12.94 | 13.73 |
| Industrials | 8.65 | 7.69 |
| Consumer Defensive | 7.27 | 7.39 |
| Basic Materials | 7.61 | 4.86 |
| Financial Services | 29.96 | 34.98 |
| Healthcare | 4.65 | 5.08 |
| Real Estate | 0.87 | 1.18 |
| Utilities | 2.9 | 2.29 |
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