Compare Sundaram Large Cap Fund vs Kotak Nifty Next 50 Index Fund
Sundaram Large Cap Fund
EquityLarge Cap
Kotak Nifty Next 50 Index Fund
EquityLarge Cap
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.08
0.69
NAV
₹21.34
₹19.33
Fund Started
17 Sep 2020
17 Feb 2021
Fund Size
₹2865.93 Cr
₹1289.45 Cr
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
-
1 Year
-9.14%
-4.89%
3 Year
5.75%
14.74%
5 Year
5.08%
9.39%
Equity
99.45%
100.63%
Cash
0.55%
-0.63%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 7.73% |
Axis Bank Ltd. | 6.40% |
Bharti Airtel Ltd. | 5.99% |
State Bank of India | 5.41% |
HDFC Bank Ltd. | 4.76% |
Kotak Mahindra Bank Ltd. | 4.57% |
TVS Motor Company Ltd. | 3.99% |
Craftsman Automation Ltd. | 3.96% |
Larsen & Toubro Ltd. | 3.64% |
Infosys Ltd. | 3.56% |
Name | Assets |
|---|---|
Divi's Laboratories Ltd. | 4.87% |
TVS Motor Company Ltd. | 3.97% |
Hindustan Aeronautics Ltd. | 3.65% |
Tata Motors Ltd. | 3.63% |
Adani Power Ltd. | 3.50% |
Samvardhana Motherson International Ltd. | 2.97% |
Torrent Pharmaceuticals Ltd. | 2.91% |
Cholamandalam Investment and Finance Company Ltd. | 2.90% |
Vedanta Aluminium Metal Ltd. | 2.88% |
Cummins India Ltd. | 2.65% |
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
