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) | ₹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 | 1.03% | 0.83% |
6 Month | 10.57% | 9.57% |
1 Year | 2.02% | 1.36% |
3 Year | 16.73% | 16.8% |
5 Year | 18.43% | 19.49% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
6 Month | 1.8% | 1.4% |
1 Year | 11.77% | 11.04% |
3 Year | 14.17% | 14.11% |
5 Year | 14.09% | 14.32% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Year | 15.22% | 17.8% |
3 Year | 14.04% | 15.45% |
5 Year | 13.89% | 15.17% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Standard Deviation | 11.84% | 11.64% |
Sharp | 0.73% | 0.79% |
Beta | 0.95% | 0.94% |
Alpha | 0.70% | 1.23% |
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 | 7.34 | 7.51 |
Large Cap | 80.1 | 81.26 |
Mid Cap | 7.7 | 3.73 |
Small Cap | 4.87 | 7.5 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 3.41 | 4.78 |
Communication Services | 3.79 | 4.58 |
Energy | 7.78 | 5.28 |
Technology | 9.96 | 8.19 |
Consumer Cyclical | 13.46 | 12.53 |
Industrials | 8.74 | 9.99 |
Consumer Defensive | 7.96 | 7.41 |
Basic Materials | 8.08 | 4.95 |
Financial Services | 28.45 | 32.97 |
Healthcare | 4.52 | 5.6 |
Real Estate | 0.88 | 1.29 |
Utilities | 2.97 | 2.43 |
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