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

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon Sundaram Large and Midcap 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 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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