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) | ₹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 | -6.63% | -5.41% |
| 6 Month | 3.02% | 6.48% |
| 1 Year | 30.43% | 27.96% |
| 3 Year | 17.81% | 13.2% |
| 5 Year | 20.66% | 17.45% |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 22.99% | 20.79% |
| 3 Year | 26.04% | 22.14% |
| 5 Year | 24.66% | 21.82% |
| 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 | 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 |
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