Kotak Equity Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Kotak Equity Opportunities Fund - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹6470 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 09 Sep 2004 | 27 Feb 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 14.92% | 25% |
Expense Ratio | 1.61 | 1.85 |
Manager | Harsha Upadhyaya | Ashish Aggarwal |
ISIN Code | INF174K01187 | INF903J01DT1 |
Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Large and 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 Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | 7.06% | 8.14% |
6 Month | -12.7% | -12.04% |
1 Year | 5.7% | 5.71% |
3 Year | 15.97% | 12.56% |
5 Year | 27.24% | 25.52% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | -5.15% | -5.62% |
1 Year | -10.38% | -9.22% |
3 Year | 16.52% | 14.35% |
5 Year | 18.71% | 16.63% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.98% | 11.53% |
3 Year | 15.39% | 14.16% |
5 Year | 14.87% | 12.49% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.018% | 14.877% |
Sharp | 0.647% | 0.357% |
Beta | 0.929% | 0.998% |
Alpha | 3.063% | -1.131% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Ashish Aggarwal |
Total AUM | ₹139411 Cr | ₹9635 Cr |
Funds Managed | 11 | 7 |
Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 4.51 | 3.47 |
Large Cap | 54.26 | 52.13 |
Mid Cap | 35.22 | 35.95 |
Small Cap | 6.01 | 8.46 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 3.44 | 3.47 |
Communication Services | 2.5 | 5.74 |
Energy | 5.77 | 6.53 |
Financial Services | 20.63 | 23.3 |
Technology | 10.67 | 7.5 |
Consumer Cyclical | 13.42 | 16.44 |
Industrials | 16.41 | 12.24 |
Consumer Defensive | 1.89 | 5.14 |
Healthcare | 8.56 | 9.93 |
Basic Materials | 10.21 | 4.8 |
Real Estate | 0.86 | 2.54 |
Utilities | 5.64 | 2.39 |
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