Kotak Equity Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare

Kotak Equity Opportunities Fund - Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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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)	₹25288 Cr	₹6862 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	05 Sep 2004	10 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	1.59	1.8
Manager	Harsha Upadhyaya	Ashish Aggarwal
ISIN Code	INF174K01187	INF903J01DT1
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 Equity Opportunities Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	0.51%	1.74%
6 Month	22.36%	20.95%
1 Year	42.97%	45.53%
3 Year	22.32%	21.07%
5 Year	24.45%	24.83%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-	-
1 Year	21.44%	16.68%
3 Year	48.52%	36.77%
5 Year	89.46%	71.73%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	16.75%	11.18%
3 Year	15.28%	14.2%
5 Year	14.76%	12.34%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	11.87%	12.94%
Sharp	1.28%	0.93%
Beta	0.85%	0.94%
Alpha	2.07%	-2.61%

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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
Fund Manage	11	7
	Kotak Equity Opportunities Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	Kotak Equity Opportunities Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	1.8	5.32
Large Cap	56.41	52.7
Mid Cap	36.67	36.68
Small Cap	5.41	5.29

Scheme Name	Kotak Equity Opportunities Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	1.8	2.18
Telecom - Services	1.54	-
Petroleum Products	5.47	-
Finance	2.28	-
IT - Software	8.08	-
Construction	3.44	5.06
Banks	16.27	-
Diversified FMCG	1.02	-
Pharmaceuticals & Biotechnology	7.92	-
Non - Ferrous Metals	0.64	-
Healthcare Services	0.54	-
Ferrous Metals	2.81	-
Chemicals & Petrochemicals	4.93	-
Realty	1.16	-
Electrical Equipment	3.13	-
Gas	5.09	-
Automobiles	2.89	-
Fertilizers & Agrochemicals	1.92	-
Agricultural, Commercial & Construction Vehicles	1.9	-
Industrial Products	1.63	-
Consumer Durables	3.31	-
Aerospace & Defense	3.53	-
Auto Components	6.54	-
Cement & Cement Products	3.37	-
Capital Markets	1.08	-
Entertainment	0.76	-
Industrial Manufacturing	0.69	-
Power	1.48	-
Retailing	4.04	-
Beverages	1.03	-
Energy	-	7.42
Materials	-	4.59
Technology	-	5.45
Financial	-	22.85
Healthcare	-	8.7
Consumer Staples	-	5.6
Metals & Mining	-	2.59
Services	-	9.45
Capital Goods	-	11.07
Automobile	-	8.53
Consumer Discretionary	-	2.07
Communication	-	2.87
Chemicals	-	0.95
Textiles	-	0.61