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

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

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Kotak Large Cap Fund - Growth

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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)	₹11081 Cr	₹31451 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	-1.23%	-1.26%
6 Month	2.13%	2.05%
1 Year	11.03%	11.15%
3 Year	15.26%	15.54%
5 Year	13.73%	14.09%

SIP Return Analysis

Scheme Name	Kotak Large Cap Fund - Growth	Aditya Birla Sun Life Large Cap Fund-Growth
6 Month	1.64%	1.85%
1 Year	10.35%	10.66%
3 Year	12.36%	12.6%
5 Year	12.94%	13.32%

Rolling Lumpsum Returns

Scheme Name	Kotak Large Cap Fund - Growth	Aditya Birla Sun Life Large Cap Fund-Growth
1 Year	14.77%	17.48%
3 Year	14.18%	15.52%
5 Year	13.97%	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	8.65	7.59
Large Cap	79.22	82.73
Mid Cap	7.75	3.15
Small Cap	4.37	6.53

Sector Allocation

Scheme Name	Kotak Large Cap Fund - Growth	Aditya Birla Sun Life Large Cap Fund-Growth
Others	2.97	3.37
Communication Services	3.89	4.83
Energy	8.22	5.58
Technology	9.64	9.33
Consumer Cyclical	13.07	13.18
Industrials	8.96	8.67
Consumer Defensive	7.46	7.25
Basic Materials	7.43	4.4
Financial Services	29.93	34.58
Healthcare	4.7	5.29
Real Estate	0.88	1.24
Utilities	2.85	2.28

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