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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) | ₹28381 Cr | ₹6740 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 | 2.13% | 3.5% |
| 6 Month | 10.42% | 9.28% |
| 1 Year | 6.09% | 5.25% |
| 3 Year | 18.63% | 16.17% |
| 5 Year | 22.11% | 20.85% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.05% | 5.15% |
| 1 Year | 16.35% | 16.44% |
| 3 Year | 17.27% | 15.97% |
| 5 Year | 17.79% | 15.73% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.75% | 10.64% |
| 3 Year | 15.77% | 14.28% |
| 5 Year | 15.2% | 12.91% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.77% | 13.49% |
| Sharp | 0.91% | 0.71% |
| Beta | 0.90% | 0.96% |
| Alpha | 0.96% | -1.82% |
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 | 7.33 | 5.37 |
| Large Cap | 52.07 | 44.26 |
| Mid Cap | 34.89 | 38.01 |
| Small Cap | 5.71 | 12.36 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.78 | 3.16 |
| Communication Services | 2.93 | 5.83 |
| Energy | 5.84 | 6.69 |
| Financial Services | 24.06 | 26.64 |
| Technology | 7.11 | 3.67 |
| Consumer Cyclical | 13.66 | 15.48 |
| Basic Materials | 12.15 | 8.57 |
| Industrials | 16.73 | 10.75 |
| Consumer Defensive | 1.59 | 4.69 |
| Healthcare | 7.04 | 10.25 |
| Real Estate | 0.89 | 2.58 |
| Utilities | 4.21 | 1.69 |
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