Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Large Cap Fund Regular Plan vs Kotak Bluechip Fund compare

Link copied to clipboard!

tortoise-icon Kotak Bluechip Fund - Growth

Invest Now

tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Bluechip Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
Fund Kotak Bluechip Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9268 Cr ₹3319 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 Bluechip Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Month 7.3% 5.54%
6 Month 5.41% 3.34%
1 Year 12.08% 8.24%
3 Year 19.18% 16.33%
5 Year 23.75% -

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month 7.18% 4.78%
1 Year 8.61% 4.13%
3 Year 17.35% 13.45%
5 Year 16.64% -

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 15.88% 16.09%
3 Year 13.9% 15.35%
5 Year 13.72% -

Risk Management

Scheme Name Kotak Bluechip Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 12.859% 12.412%
Sharp 0.434% 0.415%
Beta 0.925% 0.927%
Alpha 0.048% -1.547%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Bluechip 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 Bluechip Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 6.31 4.17
Large Cap 81.03 86.51
Mid Cap 8.33 7.49
Small Cap 4.32 1.84

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 5.16 4.17
Communication Services 3.4 5.88
Energy 6.32 5.73
Technology 13.08 10.54
Consumer Cyclical 14.34 10.65
Healthcare 3.86 7.65
Industrials 7.9 9.32
Consumer Defensive 8.37 5.97
Basic Materials 6.99 4
Financial Services 25.53 34.16
Real Estate 1.08 -
Utilities 3.98 1.92

Top Comparisons

Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan

3Y Returns19.13%

VS

DSP Large & Mid Cap Fund - Regular Growth DSP Large & Mid Cap Fund - Regular Growth

3Y Returns24.51%

Compare Now

Invesco India Money Market Fund - Growth Invesco India Money Market Fund - Growth

3Y Returns6.99%

VS

Axis Money Market Fund - Regular Plan - Growth Option Axis Money Market Fund - Regular Plan - Growth Option

3Y Returns7.33%

Compare Now

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns16%

VS

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns12.88%

Compare Now

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns20.71%

VS

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns19.32%

Compare Now
Add to Cart Successfully