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

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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
Fund Manage 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 3.1 6.5
Small Cap 15.06 9.85
Large Cap 11.49 17.11
Mid Cap 70.55 66.49

Sector Allocation

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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