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) | ₹53464 Cr | ₹12344 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 | 5.72% | 3.28% |
6 Month | 1.61% | 1.08% |
1 Year | 7.89% | 9.31% |
3 Year | 27.43% | 29.83% |
5 Year | 30.57% | 28.56% |
SIP Return Analysis
Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 14.76% | 11.91% |
1 Year | 16.51% | 12.45% |
3 Year | 25% | 26.14% |
5 Year | 24.33% | 24.84% |
Rolling Lumpsum Returns
Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.5% | 20.98% |
3 Year | 18.9% | 18.62% |
5 Year | 17.75% | 18.81% |
Risk Management
Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.22% | 16.40% |
Sharp | 0.99% | 1.15% |
Beta | 0.87% | 0.92% |
Alpha | -0.10% | 1.93% |
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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 | 3.56 | 6.38 |
Small Cap | 16.88 | 13.03 |
Mid Cap | 67.78 | 65.33 |
Large Cap | 11.78 | 15.27 |
Sector Allocation
Scheme Name |
Kotak Midcap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.56 | 5.37 |
Financial Services | 11.42 | 19.52 |
Consumer Cyclical | 15.6 | 18.88 |
Healthcare | 10.73 | 11.03 |
Technology | 16.21 | 6.45 |
Real Estate | 2.96 | 3.43 |
Energy | 3.08 | 1.7 |
Utilities | 0.82 | 2.1 |
Basic Materials | 15.17 | 9.99 |
Industrials | 17.04 | 14.82 |
Communication Services | 2.01 | 3.32 |
Consumer Defensive | 1.39 | 3.4 |
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