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
| 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) | ₹25034 Cr | ₹6871 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 | 1.59 | 1.79 |
| 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 |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.18% | 3.06% |
| 6 Month | -0.21% | 3.75% |
| 1 Year | 25.63% | 21.53% |
| 3 Year | 20.46% | 15.56% |
| 5 Year | 21.24% | 18.23% |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.46% | 16.61% |
| 3 Year | 24.64% | 22.06% |
| 5 Year | 24.02% | 21.9% |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.73% | 11.17% |
| 3 Year | 15.24% | 14.16% |
| 5 Year | 14.7% | 12.32% |
| 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 | 2.23 | 5.24 |
| Large Cap | 55.98 | 48.56 |
| Mid Cap | 36.35 | 36.97 |
| Small Cap | 5.48 | 9.27 |
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.23 | 5.24 |
| Telecom - Services | 1.58 | 3.28 |
| Petroleum Products | 5 | 5.01 |
| Finance | 2.42 | 2.61 |
| IT - Software | 9.1 | 6.69 |
| Construction | 3.49 | 2.19 |
| Banks | 17.09 | 17.11 |
| Diversified FMCG | 0.91 | 1.87 |
| Pharmaceuticals & Biotechnology | 8.04 | 6.44 |
| Non - Ferrous Metals | 0.6 | 1.35 |
| Healthcare Services | 0.57 | 3.19 |
| Chemicals & Petrochemicals | 4.78 | - |
| Realty | 1.26 | 2.38 |
| Electrical Equipment | 3.11 | 3.51 |
| Gas | 4.63 | - |
| Automobiles | 2.6 | 1.67 |
| Fertilizers & Agrochemicals | 2 | 1.14 |
| Agricultural, Commercial & Construction Vehicles | 1.78 | - |
| Industrial Products | 1.54 | 3.29 |
| Consumer Durables | 2.96 | 4.37 |
| Aerospace & Defense | 3.66 | 0.87 |
| Auto Components | 6.2 | 7.41 |
| Cement & Cement Products | 3.32 | 1.64 |
| Capital Markets | 1.54 | 1.42 |
| Entertainment | 0.72 | - |
| Industrial Manufacturing | 0.68 | - |
| Ferrous Metals | 1.91 | - |
| Power | 1.54 | 2.69 |
| Retailing | 3.8 | 3.96 |
| Beverages | 0.98 | 2.67 |
| IT - Services | - | 0.85 |
| Leisure Services | - | 2.31 |
| Transport Services | - | 0.73 |
| Insurance | - | 0.94 |
| Agricultural Food & other Products | - | 0.84 |
| Household Products | - | 0.93 |
| Financial Technology (Fintech) | - | 0.12 |
| Consumable Fuels | - | 0.54 |
| Transport Infrastructure | - | 0.78 |
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