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

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)	₹50627 Cr	₹12350 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	1.43	1.74
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

Scheme Name	Kotak Emerging Equity Scheme - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	3.62%	4.39%
6 Month	6.39%	7.82%
1 Year	34.57%	32.15%
3 Year	23.03%	25.12%
5 Year	27.23%	24.54%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	29.8%	26.13%
3 Year	30.5%	32.98%
5 Year	29.85%	29.8%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	13.27%	21.22%
3 Year	18.68%	18.05%
5 Year	17.6%	18.53%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	12.22%	13.35%
Sharp	1.16%	1.22%
Beta	0.8%	0.88%
Alpha	2.59%	3.05%

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
Fund Manage	11	3
	Kotak Emerging Equity Scheme - Growth	Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Name	Kotak Emerging Equity Scheme - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	3.71	5.82
Small Cap	14.15	13.95
Large Cap	10.8	13.04
Mid Cap	71.14	67.46

Scheme Name	Kotak Emerging Equity Scheme - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	3.71	5.82
Capital Markets	1.15	2.39
Finance	4.97	8.57
Banks	3.46	8.64
Healthcare Services	4.49	4.37
IT - Software	15.17	4.71
Realty	3.11	3.04
Petroleum Products	0.61	1.42
Chemicals & Petrochemicals	5.66	1.47
Electrical Equipment	2.63	3.19
Fertilizers & Agrochemicals	4.88	3.11
Insurance	2.76	1.28
Industrial Products	7.32	7.67
Consumer Durables	10.86	6.05
Construction	1.01	-
Aerospace & Defense	1.83	1.31
Oil	1.42	-
Auto Components	11.37	7.23
Cement & Cement Products	3.3	1.94
Telecom - Services	2.03	1.12
Pharmaceuticals & Biotechnology	5.6	6.89
Personal Products	1.61	-
Industrial Manufacturing	0.3	-
Textiles & Apparels	0.55	-
Leisure Services	-	3.59
Automobiles	-	1.48
Transport Services	-	2.13
Agricultural Food & other Products	-	1.22
Gas	-	0.9
Financial Technology (Fintech)	-	1.67
Food Products	-	0.88
Retailing	-	4.29
Beverages	-	1.19
Ferrous Metals	-	0.99
Power	-	1.71