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Aditya Birla Sun Life Frontline Equity Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Large Cap Fund - Growth

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tortoise-icon Aditya Birla Sun Life Large Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹10235 Cr ₹29867 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 1.81% 1.62%
6 Month 13.95% 13.86%
1 Year -0.78% -0.92%
3 Year 14.39% 14.57%
5 Year 18.44% 19.27%

SIP Return Analysis

Scheme Name Kotak Large Cap Fund - Growth Aditya Birla Sun Life Large Cap Fund-Growth
6 Month 3.32% 3.14%
1 Year 10.77% 10.63%
3 Year 14.62% 14.75%
5 Year 14.42% 14.78%

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 12.13% 11.64%
Sharp 0.60% 0.71%
Beta 0.95% 0.94%
Alpha 0.66% 1.67%

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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