Sundaram Mid Cap Fund Regular Plan vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹11638 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 Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 8.25% | 7.03% |
6 Month | -0.64% | 1.34% |
1 Year | 11.49% | 12.54% |
3 Year | 24.27% | 28.32% |
5 Year | 33.08% | 32.03% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.95% | 6.45% |
1 Year | 2.94% | 5.41% |
3 Year | 21.88% | 24.99% |
5 Year | 22.91% | 24.28% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.66% | 21.47% |
3 Year | 19.04% | 18.34% |
5 Year | 17.67% | 18.67% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.958% | 16.453% |
Sharp | 0.648% | 0.764% |
Beta | 0.86% | 0.915% |
Alpha | -0.958% | 0.528% |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Ratish Varier |
Total AUM | ₹139411 Cr | ₹12102 Cr |
Funds Managed | 11 | 3 |
Kotak Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.56 | 6.38 |
Small Cap | 16.88 | 13.03 |
Mid Cap | 67.78 | 65.33 |
Large Cap | 11.78 | 15.27 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.56 | 5.37 |
Financial Services | 11.42 | 19.52 |
Consumer Cyclical | 15.6 | 18.88 |
Healthcare | 10.73 | 11.03 |
Technology | 16.21 | 6.45 |
Real Estate | 2.96 | 3.43 |
Energy | 3.08 | 1.7 |
Utilities | 0.82 | 2.1 |
Basic Materials | 15.17 | 9.99 |
Industrials | 17.04 | 14.82 |
Communication Services | 2.01 | 3.32 |
Consumer Defensive | 1.39 | 3.4 |
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