Kotak Emerging Equity Scheme vs Sundaram Mid Cap Fund Regular Plan compare
Kotak Emerging Equity Scheme - Growth
Invest NowSundaram Mid Cap Fund Regular Plan - Growth
Invest NowChart Comparison
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) | ₹51371 Cr | ₹11825 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 30 Mar 2007 | 01 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 | 1.42 | 1.73 |
Manager | Harsha Upadhyaya | Ratish Varier |
ISIN Code | INF174K01DS9 | INF903J01173 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | Kotak Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | -4.53% | -5.37% |
6 Month | 18.53% | 17.51% |
1 Year | 45.45% | 52.15% |
3 Year | 22.32% | 24.19% |
5 Year | 27.1% | 24.56% |
Scheme Name | Kotak Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 22.72% | 21.78% |
3 Year | 50.45% | 55% |
5 Year | 106% | 101.07% |
Scheme Name | Kotak Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.29% | 21.36% |
3 Year | 18.82% | 18.15% |
5 Year | 17.62% | 18.53% |
Scheme Name | Kotak Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.22% | 13.35% |
Sharp | 1.28% | 1.33% |
Beta | 0.8% | 0.88% |
Alpha | 2.32% | 2.69% |
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Get Free Experts GuidanceScheme Name | Kotak Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Ratish Varier |
Total AUM | ₹139411 Cr | ₹12102 Cr |
Fund Manage | 11 | 3 |
Kotak Emerging Equity Scheme - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.1 | 6.5 |
Small Cap | 15.06 | 9.85 |
Large Cap | 11.49 | 17.11 |
Mid Cap | 70.55 | 66.49 |
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.1 | 2.66 |
Capital Markets | 0.93 | - |
Finance | 6.3 | - |
Banks | 3.38 | - |
Healthcare Services | 4.17 | - |
IT - Software | 14.04 | - |
Realty | 2.88 | - |
Petroleum Products | 0.68 | - |
Chemicals & Petrochemicals | 5.82 | - |
Electrical Equipment | 2.13 | - |
Fertilizers & Agrochemicals | 4.79 | - |
Insurance | 2.77 | 0.46 |
Industrial Products | 7.78 | - |
Consumer Durables | 11.12 | - |
Construction | 1.02 | 2.45 |
Aerospace & Defense | 1.77 | - |
Oil | 1.68 | - |
Auto Components | 11.4 | - |
Cement & Cement Products | 3.3 | - |
Telecom - Services | 2 | - |
Entertainment | 0.26 | - |
Pharmaceuticals & Biotechnology | 5.12 | - |
Personal Products | 1.44 | - |
Industrial Manufacturing | 0.31 | - |
Textiles & Apparels | 0.53 | - |
Leisure Services | 0.39 | - |
Retailing | 0.76 | - |
Gas | 0.33 | - |
Materials | - | 5.11 |
Healthcare | - | 10.83 |
Technology | - | 4.25 |
Financial | - | 18.38 |
Chemicals | - | 3.8 |
Capital Goods | - | 11.59 |
Automobile | - | 9.82 |
Energy | - | 4.29 |
Services | - | 13.57 |
Consumer Discretionary | - | 4.72 |
Communication | - | 0.34 |
Consumer Staples | - | 1.94 |
Metals & Mining | - | 3.91 |
Unclassified | - | 1.83 |
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