Sundaram Large Cap Fund Regular Plan vs Kotak Bluechip Fund compare

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Kotak Bluechip 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 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

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%	-

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%	-

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%	-

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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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

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

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