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

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tortoise-icon Kotak Large & Midcap Fund - Growth

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tortoise-icon 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) ₹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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