Sundaram Large Cap Fund Regular Plan vs Kotak Bluechip Fund 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)	₹10516 Cr	₹3471 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	-3.1%	-2.95%
6 Month	5.58%	3.26%
1 Year	-1.41%	-3.19%
3 Year	15.09%	12.58%
5 Year	19.05%	-

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	4.12%	2.59%
1 Year	5.99%	2.33%
3 Year	15.13%	11.49%
5 Year	15.18%	-

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Year	15.4%	13.13%
3 Year	13.97%	15.06%
5 Year	13.86%	-

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	12.59%	12.21%
Sharp	1.00%	0.83%
Beta	0.94%	0.91%
Alpha	0.50%	-1.56%

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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	7.91	5.94
Large Cap	79.22	82.36
Mid Cap	8.19	9.07
Small Cap	4.68	2.63

Scheme Name	Kotak Large Cap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	4.36	4.93
Communication Services	3.87	6.66
Energy	8	9.37
Technology	11.06	9.25
Consumer Cyclical	12.09	9.47
Healthcare	3.67	6.96
Industrials	8.87	7.24
Consumer Defensive	6.63	6.06
Basic Materials	8.29	4.13
Financial Services	28.9	34.03
Real Estate	0.97	-
Utilities	3.28	1.9