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Kotak Bluechip Fund vs Aditya Birla Sun Life Frontline Equity 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) ₹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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