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Kotak Emerging Equity Scheme vs Sundaram Mid Cap Fund Regular Plan compare
Kotak Midcap Fund - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹60480 Cr | ₹13345 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 30 Mar 2007 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 2.88% | 45% |
| Expense Ratio | 1.44 | 1.77 |
| Manager | Harsha Upadhyaya | Ratish Varier |
| ISIN Code | INF174K01DS9 | INF903J01173 |
| Exits Load | Kotak Emerging Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Mid Cap Fund - 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 Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.21% | -1.32% |
| 6 Month | -0.3% | 2.87% |
| 1 Year | 1.3% | 3.98% |
| 3 Year | 21.24% | 24.26% |
| 5 Year | 22.54% | 22.74% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.15% | 2.66% |
| 1 Year | 13.28% | 16.82% |
| 3 Year | 17.43% | 20.05% |
| 5 Year | 18.88% | 20.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.58% | 20.02% |
| 3 Year | 19.7% | 19.49% |
| 5 Year | 18.04% | 19.08% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.22% | 13.35% |
| Sharp | 0.98% | 1.14% |
| Beta | 0.88% | 0.93% |
| Alpha | -0.24% | 1.35% |
Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Ratish Varier |
| Total AUM | ₹139411 Cr | ₹12102 Cr |
| Funds Managed | 11 | 3 |
| Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.73 | 9.41 |
| Small Cap | 13.36 | 13.03 |
| Large Cap | 12.57 | 10.07 |
| Mid Cap | 69.34 | 67.5 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.09 | 5.74 |
| Financial Services | 20.28 | 21.47 |
| Consumer Cyclical | 15.98 | 15.93 |
| Basic Materials | 13.22 | 9.51 |
| Healthcare | 12.17 | 10.33 |
| Technology | 13.23 | 6.13 |
| Real Estate | 2.18 | 3.71 |
| Energy | 2.69 | 2.11 |
| Industrials | 15.19 | 14.16 |
| Communication Services | 2.17 | 2.49 |
| Consumer Defensive | 0.8 | 6.1 |
| Utilities | - | 2.32 |
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