Kotak Bluechip Fund vs Aditya Birla Sun Life Frontline Equity 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) | ₹10138 Cr | ₹29859 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 | 3.2% | 3.43% |
6 Month | 4.6% | 5.28% |
1 Year | 4.29% | 5.63% |
3 Year | 19.52% | 20% |
5 Year | 20.84% | 21.53% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
6 Month | 9.19% | 9.3% |
1 Year | 12.67% | 13.03% |
3 Year | 16.98% | 17.35% |
5 Year | 16.29% | 16.85% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Year | 15.64% | 18.27% |
3 Year | 13.9% | 15.37% |
5 Year | 13.8% | 15.06% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.04% | 11.64% |
Sharp | 0.77% | 0.84% |
Beta | 0.94% | 0.94% |
Alpha | 0.52% | 1.43% |
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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 | 6.01 | 6.91 |
Large Cap | 81.97 | 134.77 |
Mid Cap | 7.63 | 39.54 |
Small Cap | 4.39 | 18.87 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 4.58 | 6.91 |
Communication Services | 3.62 | - |
Energy | 7.79 | - |
Technology | 11.2 | - |
Consumer Cyclical | 12.19 | - |
Healthcare | 3.73 | - |
Industrials | 8.96 | - |
Consumer Defensive | 7.39 | - |
Basic Materials | 7.72 | - |
Financial Services | 28.19 | - |
Real Estate | 0.85 | - |
Utilities | 3.79 | - |
Telecom - Services | - | 6.22 |
Petroleum Products | - | 11.36 |
Electrical Equipment | - | 3.29 |
Industrial Products | - | 4.73 |
IT - Software | - | 13.37 |
Retailing | - | 6.72 |
Cement & Cement Products | - | 4.52 |
Personal Products | - | 2.52 |
Construction | - | 6.96 |
Finance | - | 15.87 |
Diversified FMCG | - | 2.97 |
Pharmaceuticals & Biotechnology | - | 7.91 |
Non - Ferrous Metals | - | 2.6 |
Banks | - | 40.71 |
Chemicals & Petrochemicals | - | 1.21 |
Healthcare Services | - | 2.47 |
Aerospace & Defense | - | 3.86 |
Auto Components | - | 7.07 |
Leisure Services | - | 3.34 |
Power | - | 4.31 |
Automobiles | - | 8.8 |
Transport Services | - | 4.5 |
Insurance | - | 4.87 |
Consumer Durables | - | 6.65 |
Textiles & Apparels | - | 4 |
Beverages | - | 3.29 |
Diversified Metals | - | 1.22 |
Realty | - | 3.01 |
Oil | - | 0.34 |
Food Products | - | 0.56 |
Entertainment | - | 0.2 |
Fertilizers & Agrochemicals | - | 0.82 |
Industrial Manufacturing | - | 0.27 |
Ferrous Metals | - | 1.94 |
Transport Infrastructure | - | 0.7 |
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