Kotak Bluechip Fund vs Sundaram Large Cap Fund Regular Plan compare

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Kotak Large Cap Fund - Growth

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Sundaram Large Cap Fund Regular Plan - 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	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)	₹10900 Cr	₹3358 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

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	1.6%	1.91%
6 Month	5.57%	4.42%
1 Year	4.74%	2.22%
3 Year	14.82%	11.18%
5 Year	16.35%	14.59%

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	3.93%	3.4%
1 Year	16.69%	12.44%
3 Year	14.62%	10.91%
5 Year	14.26%	11.64%

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Year	14.85%	11.52%
3 Year	14.14%	14.26%
5 Year	13.94%	15.95%

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	11.74%	11.12%
Sharp	0.69%	0.42%
Beta	0.95%	0.90%
Alpha	0.77%	-2.21%

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

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	3.16	3.96
Large Cap	82.93	84.77
Mid Cap	8.89	9.1
Small Cap	5.25	2.17

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	3.16	2.99
Telecom - Services	3.87	-
Petroleum Products	8.13	-
IT - Software	8.48	-
Retailing	3.93	-
Construction	3.98	-
Diversified FMCG	4.15	-
Non - Ferrous Metals	0.83	-
Banks	22.94	-
Pharmaceuticals & Biotechnology	3.48	-
Ferrous Metals	1.7	-
Realty	0.92	-
Automobiles	6.27	-
Personal Products	1.12	-
Finance	5.45	-
Fertilizers & Agrochemicals	1.34	-
Food Products	0.75	-
Gas	0.58	-
Aerospace & Defense	1.59	-
Industrial Products	1.11	-
Auto Components	3.41	-
Consumer Durables	1.31	-
Chemicals & Petrochemicals	1.58	-
Cement & Cement Products	2.45	-
Healthcare Services	0.92	-
Capital Markets	0.28	-
Transport Services	2.03	-
Power	2.43	-
Insurance	0.84	-
Beverages	1.2	-
Energy	-	9.45
Technology	-	8.55
Consumer Cyclical	-	14.79
Industrials	-	6.78
Financial Services	-	31.64
Healthcare	-	5.17
Consumer Defensive	-	7.34
Communication Services	-	6.94
Basic Materials	-	4.37
Utilities	-	1.97