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BANDHAN Core Equity Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹27655 Cr | ₹10231 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 09 Aug 2005 |
| 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% | 71% |
| Expense Ratio | 1.61 | 1.78 |
| Manager | Harsha Upadhyaya | Manish Gunwani |
| ISIN Code | INF174K01187 | INF194K01524 |
| 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 | Bandhan Core Equity Fund - Regular Plan - 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 Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.54% | 2.95% |
| 6 Month | 16.15% | 17.18% |
| 1 Year | -1.54% | -1.84% |
| 3 Year | 17.6% | 22.97% |
| 5 Year | 22.5% | 25.93% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.14% | 5.04% |
| 1 Year | 11.62% | 14.21% |
| 3 Year | 17.22% | 22.16% |
| 5 Year | 17.89% | 21.88% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.03% | 13.51% |
| 3 Year | 15.68% | 12.23% |
| 5 Year | 15.12% | 11.2% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.00% | 13.47% |
| Sharp | 0.81% | 1.11% |
| Beta | 0.92% | 0.96% |
| Alpha | 3.84% | 8.04% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Manish Gunwani |
| Total AUM | ₹139411 Cr | ₹8731 Cr |
| Funds Managed | 11 | 4 |
| Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.13 | 8.16 |
| Large Cap | 51.8 | 38.79 |
| Mid Cap | 37.95 | 39.42 |
| Small Cap | 5.12 | 13.63 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.82 | 5.26 |
| Communication Services | 3.05 | 4.54 |
| Energy | 5.73 | 3.78 |
| Financial Services | 24.02 | 29.98 |
| Technology | 8.23 | 10.04 |
| Consumer Cyclical | 12.87 | 9.6 |
| Basic Materials | 11.78 | 7.25 |
| Industrials | 17.14 | 9.53 |
| Consumer Defensive | 1.62 | 6.73 |
| Healthcare | 7.71 | 6.79 |
| Real Estate | 0.93 | 3.67 |
| Utilities | 5.11 | 2.83 |
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