- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹60480 Cr | ₹13345 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 | -1.79% | -1.27% |
| 6 Month | 3.73% | 6.79% |
| 1 Year | -0.22% | 2.48% |
| 3 Year | 20.62% | 23.39% |
| 5 Year | 22.59% | 22.88% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.7% | 1.95% |
| 1 Year | 13.77% | 17.69% |
| 3 Year | 17.82% | 20.39% |
| 5 Year | 18.83% | 20.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.58% | 20.02% |
| 3 Year | 19.7% | 19.49% |
| 5 Year | 18.04% | 19.08% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.22% | 13.35% |
| Sharp | 0.98% | 1.14% |
| Beta | 0.88% | 0.93% |
| Alpha | -0.24% | 1.35% |
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 | 4.73 | 9.41 |
| Small Cap | 13.36 | 13.03 |
| Large Cap | 12.57 | 10.07 |
| Mid Cap | 69.34 | 67.5 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.09 | 5.74 |
| Financial Services | 20.28 | 21.47 |
| Consumer Cyclical | 15.98 | 15.93 |
| Basic Materials | 13.22 | 9.51 |
| Healthcare | 12.17 | 10.33 |
| Technology | 13.23 | 6.13 |
| Real Estate | 2.18 | 3.71 |
| Energy | 2.69 | 2.11 |
| Industrials | 15.19 | 14.16 |
| Communication Services | 2.17 | 2.49 |
| Consumer Defensive | 0.8 | 6.1 |
| Utilities | - | 2.32 |
Top Comparisons
ITI Value Fund Regular - Growth
3Y Returns17.19%
Quant Value Fund Regular - Growth
3Y Returns18.2%
Kotak Arbitrage Fund - Growth
3Y Returns7.27%
PGIM India Arbitrage Fund - Regular Plan - Growth
3Y Returns6.6%
ICICI Prudential MNC Fund - Growth Option
3Y Returns14.95%
UTI - MNC Fund - Regular Plan - Growth Option
3Y Returns13.04%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns13.72%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.42%
