Kotak Equity Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Kotak Large & Midcap Fund - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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) | ₹28084 Cr | ₹6789 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% | -1.56% |
6 Month | 12.72% | 11.11% |
1 Year | 1.37% | 0.69% |
3 Year | 18.34% | 15.03% |
5 Year | 22.31% | 20.44% |
SIP Return Analysis
Scheme Name | Kotak Large & Midcap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 3.93% | 3.6% |
1 Year | 5.54% | 3.89% |
3 Year | 16.49% | 14.32% |
5 Year | 17.69% | 15.27% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large & Midcap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.03% | 10.83% |
3 Year | 15.68% | 14.22% |
5 Year | 15.12% | 12.76% |
Risk Management
Scheme Name | Kotak Large & Midcap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.90% | 13.68% |
Sharp | 0.98% | 0.73% |
Beta | 0.91% | 0.98% |
Alpha | 4.17% | 0.80% |
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 | 5.13 | 5.3 |
Large Cap | 51.8 | 45.65 |
Mid Cap | 37.95 | 37.21 |
Small Cap | 5.12 | 11.84 |
Sector Allocation
Scheme Name |
Kotak Large & Midcap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 1.82 | 2.13 |
Communication Services | 3.05 | 7.15 |
Energy | 5.73 | 6.6 |
Financial Services | 24.02 | 26.53 |
Technology | 8.23 | 3.55 |
Consumer Cyclical | 12.87 | 15.72 |
Basic Materials | 11.78 | 7.94 |
Industrials | 17.14 | 9.09 |
Consumer Defensive | 1.62 | 5.95 |
Healthcare | 7.71 | 9.95 |
Real Estate | 0.93 | 2.64 |
Utilities | 5.11 | 2.74 |
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