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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) | ₹58300 Cr | ₹12585 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 | -0.08% | 2.78% |
| 6 Month | 9.95% | 9.44% |
| 1 Year | 7.22% | 9.83% |
| 3 Year | 21.53% | 24.16% |
| 5 Year | 25.75% | 25.65% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.14% | 3.28% |
| 1 Year | 16.2% | 18.5% |
| 3 Year | 19.75% | 21.89% |
| 5 Year | 20.07% | 21.73% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.81% | 20.21% |
| 3 Year | 19.58% | 19.35% |
| 5 Year | 18% | 19.04% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.01% | 15.06% |
| Sharp | 0.98% | 1.09% |
| Beta | 0.88% | 0.93% |
| Alpha | 0.40% | 1.50% |
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 | 3.45 | 6.89 |
| Small Cap | 14.03 | 14.22 |
| Large Cap | 13.54 | 10.91 |
| Mid Cap | 68.98 | 67.99 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.88 | 3.87 |
| Financial Services | 18.65 | 19.58 |
| Consumer Cyclical | 17.46 | 17.35 |
| Basic Materials | 13.62 | 10.47 |
| Healthcare | 11.6 | 11.72 |
| Technology | 12.76 | 5.48 |
| Real Estate | 2.17 | 3.58 |
| Energy | 2.93 | 2.16 |
| Industrials | 15.78 | 14.8 |
| Communication Services | 2.08 | 2.15 |
| Consumer Defensive | 1.07 | 6.31 |
| Utilities | - | 2.52 |
Top Comparisons
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3Y Returns10.2%
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3Y Returns14.87%
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