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Sundaram Large and Midcap Fund Regular Plan vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24534 Cr | ₹6470 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 Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.69% | 2.25% |
| 6 Month | -3.52% | -5.1% |
| 1 Year | 1.43% | 2.86% |
| 3 Year | 23.56% | 20.17% |
| 5 Year | 24.82% | 23.17% |
SIP Return Analysis
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.57% | 6.68% |
| 1 Year | 6.17% | 3.1% |
| 3 Year | 18.84% | 15.85% |
| 5 Year | 19.3% | 16.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.44% | 11.11% |
| 3 Year | 15.54% | 14.14% |
| 5 Year | 15.02% | 12.65% |
Risk Management
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.018% | 14.877% |
| Sharp | 0.647% | 0.357% |
| Beta | 0.929% | 0.998% |
| Alpha | 3.063% | -1.131% |
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Fund Managers
| Scheme Name | Kotak Equity Opportunities 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 Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.51 | 3.47 |
| Large Cap | 54.26 | 52.13 |
| Mid Cap | 35.22 | 35.95 |
| Small Cap | 6.01 | 8.46 |
Sector Allocation
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.44 | 3.47 |
| Communication Services | 2.5 | 5.74 |
| Energy | 5.77 | 6.53 |
| Financial Services | 20.63 | 23.3 |
| Technology | 10.67 | 7.5 |
| Consumer Cyclical | 13.42 | 16.44 |
| Industrials | 16.41 | 12.24 |
| Consumer Defensive | 1.89 | 5.14 |
| Healthcare | 8.56 | 9.93 |
| Basic Materials | 10.21 | 4.8 |
| Real Estate | 0.86 | 2.54 |
| Utilities | 5.64 | 2.39 |
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