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)	₹51371 Cr	₹11825 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	30 Mar 2007	01 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	1.42	1.73
Manager	Harsha Upadhyaya	Ratish Varier
ISIN Code	INF174K01DS9	INF903J01173
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 Emerging Equity Scheme - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	-4.81%	-5.87%
6 Month	12.21%	11.05%
1 Year	36.7%	38.02%
3 Year	20.69%	21.82%
5 Year	26.55%	23.8%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	33.89%	29.86%
3 Year	30.38%	32.77%
5 Year	29.78%	29.48%

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	1.12%	1.16%
Beta	0.8%	0.88%
Alpha	2.38%	2.72%

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	3.1	6.5
Small Cap	15.06	9.85
Large Cap	11.49	17.11
Mid Cap	70.55	66.49

Scheme Name	Kotak Emerging Equity Scheme - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	3.1	2.66
Capital Markets	0.93	-
Finance	6.3	-
Banks	3.38	-
Healthcare Services	4.17	-
IT - Software	14.04	-
Realty	2.88	-
Petroleum Products	0.68	-
Chemicals & Petrochemicals	5.82	-
Electrical Equipment	2.13	-
Fertilizers & Agrochemicals	4.79	-
Insurance	2.77	0.46
Industrial Products	7.78	-
Consumer Durables	11.12	-
Construction	1.02	2.45
Aerospace & Defense	1.77	-
Oil	1.68	-
Auto Components	11.4	-
Cement & Cement Products	3.3	-
Telecom - Services	2	-
Entertainment	0.26	-
Pharmaceuticals & Biotechnology	5.12	-
Personal Products	1.44	-
Industrial Manufacturing	0.31	-
Textiles & Apparels	0.53	-
Leisure Services	0.39	-
Retailing	0.76	-
Gas	0.33	-
Materials	-	5.11
Healthcare	-	10.83
Technology	-	4.25
Financial	-	18.38
Chemicals	-	3.8
Capital Goods	-	11.59
Automobile	-	9.82
Energy	-	4.29
Services	-	13.57
Consumer Discretionary	-	4.72
Communication	-	0.34
Consumer Staples	-	1.94
Metals & Mining	-	3.91
Unclassified	-	1.83