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Sundaram Mid Cap Fund Regular Plan vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹56988 Cr | ₹12501 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 30 Mar 2007 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 2.88% | 45% |
| Expense Ratio | 1.44 | 1.77 |
| Manager | Harsha Upadhyaya | Ratish Varier |
| ISIN Code | INF174K01DS9 | INF903J01173 |
| Exits Load | Kotak Emerging Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram 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 Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.04% | 2.45% |
| 6 Month | 24.23% | 21.64% |
| 1 Year | 1.07% | -0.93% |
| 3 Year | 20.16% | 21.49% |
| 5 Year | 26.82% | 25.6% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.78% | 5.36% |
| 1 Year | 17.48% | 14.63% |
| 3 Year | 22.14% | 22.94% |
| 5 Year | 21.86% | 22.54% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.21% | 20.64% |
| 3 Year | 19.2% | 18.9% |
| 5 Year | 17.86% | 18.91% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.11% | 15.01% |
| Sharp | 0.89% | 0.98% |
| Beta | 0.86% | 0.90% |
| Alpha | 0.68% | 1.38% |
Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Ratish Varier |
| Total AUM | ₹139411 Cr | ₹12102 Cr |
| Funds Managed | 11 | 3 |
| Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.36 | 8.46 |
| Small Cap | 13.15 | 14.24 |
| Large Cap | 13.82 | 10.65 |
| Mid Cap | 70.67 | 66.65 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.04 | 5.49 |
| Financial Services | 14.16 | 19.28 |
| Consumer Cyclical | 19.67 | 17.91 |
| Healthcare | 11.61 | 11.57 |
| Technology | 14.44 | 5.61 |
| Real Estate | 2.28 | 3.59 |
| Energy | 2.94 | 2.04 |
| Industrials | 15.49 | 14.27 |
| Basic Materials | 13.84 | 11.06 |
| Communication Services | 2.32 | 2.32 |
| Consumer Defensive | 1.21 | 4.27 |
| Utilities | - | 2.59 |
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