⚖ Kotak Mid Cap Fund vs Sundaram Mid Cap Fund
Abundance Financial Services · ARN-251838
FUND
Kotak Mid Cap Fund
Kotak Mahindra Mutual Fund
Sundaram Mid Cap Fund
Sundaram Mutual Fund
📊 Returns Across All Time Horizons
1 Month
-7.0%
-6.4%↑ best
3 Months
-8.6%
-7.8%↑ best
6 Months
-3.1%
-3.1%↑ best
1 Year
-3.0%
-2.0%↑ best
3 Years
+13.6%
+15.2%↑ best
5 Years
+12.8%
+13.4%↑ best
7 Years
+19.8%↑ best
+17.6%
10 Years
+15.3%↑ best
+12.5%
Inception
+14.2%
+22.6%↑ best
📉 Risk Metrics
Volatility
16.5%
16.4%
Max Drawdown
-20.4%
-20.4%
Return/Risk
0.83
0.93
🏅 Category Peer-Rank
Rank by 3Y Return
#15 of 28
#8 of 28
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹96,950
₹3,050
→
3Y
₹1,46,717
+₹46,717
→
5Y
₹1,82,619
+₹82,619
1Y
₹98,040
₹1,960
→
3Y
₹1,52,803
+₹52,803
→
5Y
₹1,87,693
+₹87,693
📊 Portfolio Overlap & Structure
Portfolio Analysis
Loading portfolio structure & sector analysis…
Overall Leader: Sundaram Mid Cap Fund
Sundaram Mid Cap Fund by Sundaram Mutual Fund ranks highest across the metrics compared — weighted toward long-term consistency (5Y/7Y/10Y and Return/Risk count most, 1M/3M count least), averaged only over the periods each fund actually has data for so a newer fund isn't penalized for not existing that long.
Important Disclosure:This comparison is for informational and educational purposes only and does not constitute investment advice. Data sourced from AMFI (mutual funds) and SEBI-regulated SIF disclosures. Past performance is not indicative of future returns. Abundance Financial Services. Atin Kumar Agrawal · ARN-251838 · AMFI Registered Mutual Fund & SIF Distributor.