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Sundaram Large Cap Fund Regular Plan vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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 | 1.15% | 0.81% |
| 6 Month | -1.16% | -2.44% |
| 1 Year | 5.18% | 3.48% |
| 3 Year | 18.91% | 16.37% |
| 5 Year | 21.68% | - |
SIP Return Analysis
| Scheme Name | Kotak Bluechip Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.89% | 4.93% |
| 1 Year | 6.49% | 2.82% |
| 3 Year | 15.64% | 12.02% |
| 5 Year | 15.55% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bluechip Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.64% | 13.84% |
| 3 Year | 13.9% | 14.84% |
| 5 Year | 13.8% | - |
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% |
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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 |
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