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)	₹29516 Cr	₹6998 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

Scheme Name	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	0.12%	-0.58%
6 Month	5.18%	6.09%
1 Year	2.53%	1.21%
3 Year	18.01%	15.22%
5 Year	19.37%	17.93%

Scheme Name	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	3.66%	4.1%
1 Year	17.36%	16.67%
3 Year	16.99%	15.55%
5 Year	17.71%	15.52%

Scheme Name	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	15.6%	10.41%
3 Year	15.94%	14.43%
5 Year	15.33%	13.13%

Scheme Name	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	11.87%	12.94%
Sharp	0.97%	0.77%
Beta	0.89%	0.95%
Alpha	1.18%	-1.66%

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

Scheme Name	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	3.29	1.54
Large Cap	53.26	49.5
Mid Cap	38.91	38.17
Small Cap	5.53	10.79

Scheme Name	Kotak Large & Midcap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	3.29	1.54
Telecom - Services	2.62	4.17
Petroleum Products	5.22	6.96
Finance	4.67	4.47
IT - Software	6.51	2.88
Retailing	4.74	2.42
Cement & Cement Products	5.09	4.36
Construction	3.21	2.02
Diversified FMCG	0.75	-
Pharmaceuticals & Biotechnology	5.86	5.9
Banks	18.98	20.28
Healthcare Services	1.14	3.98
Chemicals & Petrochemicals	4.02	-
Realty	0.96	2.8
Electrical Equipment	1.78	-
Gas	2.5	-
Automobiles	3.12	1.62
Fertilizers & Agrochemicals	2.34	2.33
Agricultural, Commercial & Construction Vehicles	2.46	0.09
Consumer Durables	2.24	3.32
Aerospace & Defense	4.56	1.67
Industrial Products	1.32	4.96
Auto Components	5.09	4.41
Capital Markets	1.56	2.54
Entertainment	0.46	-
Transport Services	1.14	0.83
Industrial Manufacturing	0.46	-
Ferrous Metals	1.88	1.83
Power	2.2	1.73
Beverages	0.82	1.28
IT - Services	-	1.19
Leisure Services	-	3.33
Personal Products	-	1.49
Insurance	-	1.15
Agricultural Food & other Products	-	1.75
It - Software	-	0.79
Transport Infrastructure	-	1.91