Compare Sundaram Large Cap Fund vs Kotak Nifty Next 50 Index Fund
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.04
0.66
NAV
₹22.40
₹21.17
Fund Started
17 Sep 2020
17 Feb 2021
Fund Size
₹3062.98 Cr
₹1205.62 Cr
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
-
1 Year
-3.02%
6.26%
3 Year
7.05%
17.80%
5 Year
8.73%
13.08%
Equity
95.53%
99.87%
Cash
4.47%
0.13%
Top 10 Holdings
ICICI Bank Ltd. | 7.53% |
Axis Bank Ltd. | 6.57% |
HDFC Bank Ltd. | 6.18% |
Bharti Airtel Ltd. | 5.91% |
State Bank of India | 5.42% |
Reliance Industries Ltd. | 4.27% |
Larsen & Toubro Ltd. | 3.76% |
Avenue Supermarts Ltd. | 3.70% |
Craftsman Automation Ltd. | 3.37% |
Infosys Ltd. | 3.35% |
Adani Power Ltd. | 3.79% |
Tata Motors Ltd. | 3.61% |
Divi's Laboratories Ltd. | 3.42% |
Hindustan Aeronautics Ltd. | 3.40% |
TVS Motor Company Ltd. | 3.32% |
Cholamandalam Investment and Finance Company Ltd. | 3.16% |
Cummins India Ltd. | 3.12% |
Avenue Supermarts Ltd. | 2.88% |
Varun Beverages Ltd. | 2.84% |
Samvardhana Motherson International Ltd. | 2.67% |
Name
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Start Date
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Description
The scheme seek to generate capital appreciation by investing in large cap stocks.
The scheme seeks to replicate the composition of the Nifty Next 50 and to generate returns that are commensurate with the performance of the NIFTY Next 50 Index, subject to tracking errors.
Launch Date
17 Sep 2020
17 Feb 2021
