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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) | ₹28084 Cr | ₹6789 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 | -2.44% | -1.58% |
| 6 Month | 15.15% | 15.03% |
| 1 Year | -2.71% | -3.58% |
| 3 Year | 18.27% | 15.12% |
| 5 Year | 21.18% | 19.16% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.98% | 0.93% |
| 1 Year | 3.66% | 2.38% |
| 3 Year | 15.51% | 13.56% |
| 5 Year | 17.22% | 14.93% |
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 | 12.90% | 13.68% |
| Sharp | 0.98% | 0.73% |
| Beta | 0.91% | 0.98% |
| Alpha | 4.17% | 0.80% |
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 | 5.13 | 5.3 |
| Large Cap | 51.8 | 45.65 |
| Mid Cap | 37.95 | 37.21 |
| Small Cap | 5.12 | 11.84 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.82 | 2.13 |
| Communication Services | 3.05 | 7.15 |
| Energy | 5.73 | 6.6 |
| Financial Services | 24.02 | 26.53 |
| Technology | 8.23 | 3.55 |
| Consumer Cyclical | 12.87 | 15.72 |
| Basic Materials | 11.78 | 7.94 |
| Industrials | 17.14 | 9.09 |
| Consumer Defensive | 1.62 | 5.95 |
| Healthcare | 7.71 | 9.95 |
| Real Estate | 0.93 | 2.64 |
| Utilities | 5.11 | 2.74 |
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