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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) | ₹27655 Cr | ₹6651 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 | 3.39% | 3.29% |
| 6 Month | 17.53% | 16.46% |
| 1 Year | -0.67% | -1.62% |
| 3 Year | 18.87% | 15.58% |
| 5 Year | 22.08% | 20.18% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.14% | 3.78% |
| 1 Year | 11.62% | 9.7% |
| 3 Year | 17.22% | 15.18% |
| 5 Year | 17.89% | 15.49% |
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 | 13.00% | 13.60% |
| Sharp | 0.81% | 0.57% |
| Beta | 0.92% | 0.98% |
| Alpha | 3.84% | 0.69% |
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 | 4.65 | 4.85 |
| Large Cap | 52.88 | 44.66 |
| Mid Cap | 36.9 | 38.19 |
| Small Cap | 5.57 | 12.29 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.37 | 2.77 |
| Communication Services | 3.04 | 5.98 |
| Energy | 5.51 | 6.42 |
| Financial Services | 23.55 | 26.08 |
| Technology | 8.34 | 3.82 |
| Consumer Cyclical | 14.02 | 15.64 |
| Basic Materials | 12.4 | 8.54 |
| Industrials | 17.45 | 9.52 |
| Consumer Defensive | 1.67 | 5.69 |
| Healthcare | 7.29 | 10.24 |
| Real Estate | 0.93 | 2.64 |
| Utilities | 4.43 | 2.67 |
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