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Sundaram Large Cap Fund Regular Plan vs Kotak Bluechip Fund 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) | ₹11081 Cr | ₹3394 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 | -0.42% | -0.51% |
| 6 Month | 4.97% | 3.15% |
| 1 Year | 6.57% | 3.48% |
| 3 Year | 14.95% | 11.32% |
| 5 Year | 15.47% | 13.66% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.56% | 0.96% |
| 1 Year | 11.93% | 7.65% |
| 3 Year | 13.74% | 9.92% |
| 5 Year | 13.9% | 11.19% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.82% | 11.14% |
| 3 Year | 14.16% | 14.21% |
| 5 Year | 13.95% | 15.42% |
Risk Management
| 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% |
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 | 8.65 | 3.14 |
| Large Cap | 79.22 | 85.8 |
| Mid Cap | 7.75 | 8.81 |
| Small Cap | 4.37 | 2.26 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.97 | 2.22 |
| Communication Services | 3.89 | 6.97 |
| Energy | 8.22 | 9.53 |
| Technology | 9.64 | 8.94 |
| Consumer Cyclical | 13.07 | 14.68 |
| Industrials | 8.96 | 6.89 |
| Consumer Defensive | 7.46 | 7.11 |
| Basic Materials | 7.43 | 4.15 |
| Financial Services | 29.93 | 32.12 |
| Healthcare | 4.7 | 5.49 |
| Real Estate | 0.88 | - |
| Utilities | 2.85 | 1.89 |
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