Sundaram Mid Cap Fund Regular Plan vs Kotak Emerging Equity Scheme compare

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Kotak Midcap Fund - Growth

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Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹57102 Cr	₹12818 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

Scheme Name	Kotak Midcap Fund - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	0.06%	-1.02%
6 Month	12.67%	9.92%
1 Year	2.97%	2.5%
3 Year	23.13%	24.74%
5 Year	29.51%	28.18%

Scheme Name	Kotak Midcap Fund - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	11.07%	7.76%
1 Year	14.84%	9.45%
3 Year	23.47%	24.04%
5 Year	23.28%	23.59%

Scheme Name	Kotak Midcap Fund - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	13.5%	20.98%
3 Year	18.9%	18.62%
5 Year	17.75%	18.81%

Scheme Name	Kotak Midcap Fund - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	15.94%	16.03%
Sharp	1.22%	1.33%
Beta	0.88%	0.93%
Alpha	0.16%	1.14%

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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

Scheme Name	Kotak Midcap Fund - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	3.75	7.06
Small Cap	13.37	14.05
Large Cap	12.8	11.46
Mid Cap	70.07	67.43

Scheme Name	Kotak Midcap Fund - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	3.35	4.28
Financial Services	12.48	20.7
Consumer Cyclical	19.31	18.14
Healthcare	10.95	10.71
Technology	15.09	6.16
Real Estate	2.67	3.78
Energy	3.02	2.1
Utilities	0	1.89
Industrials	16.31	14.84
Basic Materials	13.41	10.69
Communication Services	2.24	2.55
Consumer Defensive	1.16	4.15