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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) | ₹60385 Cr | ₹13236 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 | -1.44% | 0.51% |
| 6 Month | 6.22% | 7.51% |
| 1 Year | 4.46% | 6.88% |
| 3 Year | 21.19% | 24.21% |
| 5 Year | 23.8% | 24.1% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.71% | 4.24% |
| 1 Year | 15.07% | 19.76% |
| 3 Year | 19.05% | 22.04% |
| 5 Year | 19.82% | 22% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.75% | 20.15% |
| 3 Year | 19.65% | 19.41% |
| 5 Year | 18.02% | 19.05% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.22% | 13.35% |
| Sharp | 1.03% | 1.15% |
| Beta | 0.88% | 0.93% |
| Alpha | 0.41% | 1.38% |
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 | 3.26 | 9.45 |
| Small Cap | 13.72 | 13.01 |
| Large Cap | 13.22 | 10.28 |
| Mid Cap | 69.8 | 67.27 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.32 | 6.72 |
| Financial Services | 19.77 | 20.32 |
| Consumer Cyclical | 16.43 | 16.05 |
| Basic Materials | 13.45 | 9.54 |
| Healthcare | 11.76 | 10.39 |
| Technology | 12.78 | 5.69 |
| Real Estate | 2.36 | 3.78 |
| Energy | 3.01 | 2.21 |
| Industrials | 15.82 | 14.56 |
| Communication Services | 2.28 | 2.21 |
| Consumer Defensive | 1.02 | 6.08 |
| Utilities | - | 2.46 |
Top Comparisons
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3Y Returns16.64%
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3Y Returns24.21%
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Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns25.21%
Tata Infrastructure Fund-Regular Plan- Growth Option
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Quant Value Fund Regular - Growth
3Y Returns19.91%
