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Kotak Bluechip Fund vs Sundaram Large Cap Fund Regular Plan compare
Kotak Large Cap Fund - Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large Cap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Large Cap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹10235 Cr | ₹3302 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Dec 1998 | 01 Oct 2020 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 14.49% | 23% |
| Expense Ratio | 1.74 | 1.93 |
| Manager | Harsha Upadhyaya | Sudhir Kedia |
| ISIN Code | INF174K01153 | INF903JA1IZ3 |
| Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.56% | 1.37% |
| 6 Month | 14.79% | 11.28% |
| 1 Year | -0.08% | -3.56% |
| 3 Year | 15.5% | 12.35% |
| 5 Year | 18.45% | - |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.32% | 1.87% |
| 1 Year | 10.77% | 5.71% |
| 3 Year | 14.62% | 10.52% |
| 5 Year | 14.42% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.4% | 13.13% |
| 3 Year | 13.97% | 15.06% |
| 5 Year | 13.86% | - |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.13% | 11.64% |
| Sharp | 0.60% | 0.43% |
| Beta | 0.95% | 0.91% |
| Alpha | 0.66% | -1.27% |
Fund Managers
| Scheme Name | Kotak Large Cap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Sudhir Kedia |
| Total AUM | ₹139411 Cr | ₹10423 Cr |
| Funds Managed | 11 | 8 |
| Kotak Large Cap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.12 | 6.74 |
| Large Cap | 79.33 | 81.95 |
| Mid Cap | 8.03 | 9.13 |
| Small Cap | 4.52 | 2.17 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.16 | 5.78 |
| Communication Services | 3.79 | 6.48 |
| Energy | 7.94 | 9.25 |
| Technology | 9.89 | 8.56 |
| Consumer Cyclical | 12.58 | 9.83 |
| Industrials | 8.81 | 6.47 |
| Consumer Defensive | 7.35 | 6.1 |
| Basic Materials | 8.06 | 4.33 |
| Financial Services | 28.85 | 34.1 |
| Healthcare | 4.63 | 7.15 |
| Real Estate | 0.9 | - |
| Utilities | 3.04 | 1.94 |
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