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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) | ₹29516 Cr | ₹6998 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 | 1.21% | 1.25% |
| 6 Month | 6.34% | 6.72% |
| 1 Year | 9.05% | 7.27% |
| 3 Year | 19.34% | 16.71% |
| 5 Year | 20.83% | 19.42% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.65% | 3.19% |
| 1 Year | 15.17% | 14.72% |
| 3 Year | 16.62% | 15.17% |
| 5 Year | 17.37% | 15.2% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.73% | 10.52% |
| 3 Year | 15.89% | 14.39% |
| 5 Year | 15.3% | 13.1% |
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 | 7.45 | 4.68 |
| Large Cap | 52.77 | 44.66 |
| Mid Cap | 34.7 | 38.74 |
| Small Cap | 5.08 | 11.92 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.27 | 1.92 |
| Communication Services | 3.08 | 5.36 |
| Energy | 5.98 | 6.96 |
| Financial Services | 25.21 | 28.45 |
| Technology | 7.04 | 4 |
| Consumer Cyclical | 13.03 | 14.56 |
| Basic Materials | 11.59 | 8.73 |
| Industrials | 17.32 | 11.08 |
| Consumer Defensive | 1.58 | 4.53 |
| Healthcare | 7 | 9.89 |
| Real Estate | 0.96 | 2.8 |
| Utilities | 3.94 | 1.73 |
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