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Sundaram Large and Midcap Fund Regular Plan vs Kotak Equity Opportunities Fund 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) | ₹29961 Cr | ₹7047 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 | -0.95% | -1.2% |
| 6 Month | 5.27% | 6.03% |
| 1 Year | 3.39% | 1.51% |
| 3 Year | 18.31% | 15.69% |
| 5 Year | 18.77% | 17.35% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.77% | 0.71% |
| 1 Year | 11.79% | 10.88% |
| 3 Year | 15.24% | 13.75% |
| 5 Year | 16.77% | 14.51% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.57% | 10.34% |
| 3 Year | 15.95% | 14.44% |
| 5 Year | 15.36% | 13.16% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.87% | 12.94% |
| Sharp | 0.97% | 0.76% |
| Beta | 0.9% | 0.96% |
| Alpha | 1.32% | -1.65% |
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 | 6.45 | 6.4 |
| Large Cap | 52.57 | 44.53 |
| Mid Cap | 36.01 | 37.64 |
| Small Cap | 4.98 | 11.42 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.24 | 3.23 |
| Communication Services | 3.09 | 5.14 |
| Energy | 5.79 | 6.98 |
| Financial Services | 26.97 | 29.26 |
| Technology | 7.09 | 4.8 |
| Consumer Cyclical | 12.91 | 13.46 |
| Basic Materials | 11.51 | 7.5 |
| Industrials | 17.06 | 11.18 |
| Consumer Defensive | 1.56 | 4.33 |
| Healthcare | 7.5 | 9.7 |
| Real Estate | 0.88 | 2.75 |
| Utilities | 3.4 | 1.68 |
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