Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak NASDAQ 100 Fund of Fund vs Sundaram Global Brand Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Kotak US Specific Equity Passive FOF - Regular Plan - Growth

Invest Now

tortoise-icon Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak US Specific Equity Passive FOF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Fund Kotak US Specific Equity Passive FOF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹3883 Cr ₹145 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 02 Feb 2021 22 Aug 2007
Category International International
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index BSE India Bond Index
Turn Over 1% 25%
Expense Ratio 0.61 2.31
Manager Abhishek Bisen Rohit Seksaria
ISIN Code INF174KA1FR5 INF903J01EX1
Exits Load Data not available./365 Sundaram Global Brand 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 US Specific Equity Passive FOF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Month 2.26% 2.9%
6 Month 23.37% 17.03%
1 Year 26.06% 21.55%
3 Year 33.32% 20.9%
5 Year - 12.93%

SIP Return Analysis

Scheme Name Kotak US Specific Equity Passive FOF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
6 Month 9.57% 8.41%
1 Year 46.12% 33.94%
3 Year 32.47% 21.09%
5 Year - 16.37%

Rolling Lumpsum Returns

Scheme Name Kotak US Specific Equity Passive FOF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Year 21.62% 11.02%
3 Year 15.64% 7.94%
5 Year - 6.72%

Risk Management

Scheme Name Kotak US Specific Equity Passive FOF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Standard Deviation 17.08% 15.74%
Sharp 1.42% 0.15%
Beta - -
Alpha - -

Fund Managers

Scheme Name Kotak US Specific Equity Passive FOF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Name Abhishek Bisen Rohit Seksaria
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 33 15
Kotak US Specific Equity Passive FOF - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Market Cap

Scheme Name

Kotak US Specific Equity Passive FOF - Regular Plan - Growth

Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak US Specific Equity Passive FOF - Regular Plan - Growth

Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Others 100 100

Top Comparisons

Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns6.42%

VS

UTI Medium to Long Duration Fund- Regular Plan - Growth UTI Medium to Long Duration Fund- Regular Plan - Growth

3Y Returns6.73%

Compare Now

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns20.24%

VS

HSBC Value Fund - Regular Growth HSBC Value Fund - Regular Growth

3Y Returns21.5%

Compare Now

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns12.49%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns24.1%

Compare Now

BANDHAN Flexi Cap Fund - Regular Plan - Growth BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns14.66%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns16.56%

Compare Now
Add to Cart Successfully