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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) | ₹58300 Cr | ₹12585 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 | 1.62% | 4.53% |
| 6 Month | 14.66% | 12.95% |
| 1 Year | 6.2% | 6.1% |
| 3 Year | 21.98% | 24.2% |
| 5 Year | 27.19% | 27.02% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.73% | 0.7% |
| 1 Year | 15.16% | 10.52% |
| 3 Year | 19.87% | 19.82% |
| 5 Year | 20.21% | 20.59% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.97% | 20.33% |
| 3 Year | 19.31% | 19.02% |
| 5 Year | 17.93% | 18.97% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.01% | 15.06% |
| Sharp | 0.98% | 1.09% |
| Beta | 0.88% | 0.93% |
| Alpha | 0.40% | 1.50% |
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 | 3.45 | 6.89 |
| Small Cap | 14.03 | 14.22 |
| Large Cap | 13.54 | 10.91 |
| Mid Cap | 68.98 | 67.99 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.88 | 3.87 |
| Financial Services | 18.65 | 19.58 |
| Consumer Cyclical | 17.46 | 17.35 |
| Basic Materials | 13.62 | 10.47 |
| Healthcare | 11.6 | 11.72 |
| Technology | 12.76 | 5.48 |
| Real Estate | 2.17 | 3.58 |
| Energy | 2.93 | 2.16 |
| Industrials | 15.78 | 14.8 |
| Communication Services | 2.08 | 2.15 |
| Consumer Defensive | 1.07 | 6.31 |
| Utilities | - | 2.52 |
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