Kotak Equity Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare

Kotak Equity Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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Kotak Large & Midcap Fund - Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹28381 Cr	₹6740 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	09 Sep 2004	27 Feb 2007
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	14.92%	25%
Expense Ratio	1.61	1.85
Manager	Harsha Upadhyaya	Ashish Aggarwal
ISIN Code	INF174K01187	INF903J01DT1
Exits Load	Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Sundaram Large and 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 Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	2.13%	3.5%
6 Month	10.42%	9.28%
1 Year	6.09%	5.25%
3 Year	18.63%	16.17%
5 Year	22.11%	20.85%

SIP Return Analysis

Scheme Name	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	4.05%	5.15%
1 Year	16.35%	16.44%
3 Year	17.27%	15.97%
5 Year	17.79%	15.73%

Rolling Lumpsum Returns

Scheme Name	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	15.75%	10.64%
3 Year	15.77%	14.28%
5 Year	15.2%	12.91%

Risk Management

Scheme Name	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	12.77%	13.49%
Sharp	0.91%	0.71%
Beta	0.90%	0.96%
Alpha	0.96%	-1.82%

Fund Managers

Scheme Name	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Harsha Upadhyaya	Ashish Aggarwal
Total AUM	₹139411 Cr	₹9635 Cr
Funds Managed	11	7
	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	7.33	5.37
Large Cap	52.07	44.26
Mid Cap	34.89	38.01
Small Cap	5.71	12.36

Sector Allocation

Scheme Name	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	3.78	3.16
Communication Services	2.93	5.83
Energy	5.84	6.69
Financial Services	24.06	26.64
Technology	7.11	3.67
Consumer Cyclical	13.66	15.48
Basic Materials	12.15	8.57
Industrials	16.73	10.75
Consumer Defensive	1.59	4.69
Healthcare	7.04	10.25
Real Estate	0.89	2.58
Utilities	4.21	1.69

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