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)	₹10427 Cr	₹3280 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	1.22%	0.77%
6 Month	9.72%	6.01%
1 Year	3.5%	-0.16%
3 Year	16.37%	13.03%
5 Year	18.39%	16.5%

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	2.73%	1.64%
1 Year	13.67%	8.34%
3 Year	14.87%	10.73%
5 Year	14.58%	11.82%

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Year	15.22%	12.5%
3 Year	14.04%	14.7%
5 Year	13.89%	-

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	11.84%	11.43%
Sharp	0.73%	0.52%
Beta	0.95%	0.91%
Alpha	0.70%	-1.71%

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	7.54	8.97
Large Cap	79.46	81.71
Mid Cap	7.67	7.07
Small Cap	5.33	2.26

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	3.37	8.03
Communication Services	3.69	6.53
Energy	7.86	9.48
Technology	9.47	8.45
Consumer Cyclical	13.93	10.99
Industrials	8.79	6.63
Consumer Defensive	7.44	6.24
Basic Materials	8.12	4.48
Financial Services	28.87	31.99
Healthcare	4.43	5.14
Real Estate	0.86	-
Utilities	3.17	2.04