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Sundaram Mid Cap Fund Regular Plan vs Kotak Emerging Equity Scheme compare

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon Sundaram Mid Cap 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 Emerging Equity Scheme - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Fund Kotak Emerging Equity Scheme - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹49092 Cr ₹11638 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 30 Mar 2007 19 Jul 2002
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 2.88% 45%
Expense Ratio 1.44 1.77
Manager Harsha Upadhyaya Ratish Varier
ISIN Code INF174K01DS9 INF903J01173
Exits Load Kotak Emerging Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram 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 Emerging Equity Scheme - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 8.64% 7.88%
6 Month -13.76% -14.16%
1 Year 15.29% 12.4%
3 Year 19.08% 21.03%
5 Year 31.91% 30.27%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month -8.68% -7.34%
1 Year -12.27% -9.78%
3 Year 17.96% 21.53%
5 Year 21.66% 22.98%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 13.66% 21.47%
3 Year 19.04% 18.34%
5 Year 17.67% 18.67%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 15.958% 16.453%
Sharp 0.648% 0.764%
Beta 0.86% 0.915%
Alpha -0.958% 0.528%

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Fund Managers

Scheme Name Kotak Emerging Equity Scheme - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Name Harsha Upadhyaya Ratish Varier
Total AUM ₹139411 Cr ₹12102 Cr
Funds Managed 11 3
Kotak Emerging Equity Scheme - Growth Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 3.56 6.38
Small Cap 16.88 13.03
Mid Cap 67.78 65.33
Large Cap 11.78 15.27

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 3.56 5.37
Financial Services 11.42 19.52
Consumer Cyclical 15.6 18.88
Healthcare 10.73 11.03
Technology 16.21 6.45
Real Estate 2.96 3.43
Energy 3.08 1.7
Utilities 0.82 2.1
Basic Materials 15.17 9.99
Industrials 17.04 14.82
Communication Services 2.01 3.32
Consumer Defensive 1.39 3.4

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