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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) | ₹29961 Cr | ₹11799 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 | -1.68% | -2.72% |
| 6 Month | 3.44% | 4.72% |
| 1 Year | 1.04% | 3.06% |
| 3 Year | 18.3% | 22.37% |
| 5 Year | 18.62% | 21.78% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.14% | 2.5% |
| 1 Year | 16.01% | 17.3% |
| 3 Year | 15.81% | 19.95% |
| 5 Year | 16.84% | 20.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.6% | 12.95% |
| 3 Year | 15.94% | 12.48% |
| 5 Year | 15.33% | 11.5% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.87% | 13.31% |
| Sharp | 0.97% | 1.15% |
| Beta | 0.9% | 0.95% |
| Alpha | 1.32% | 4.33% |
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 | 6.45 | 9.63 |
| Large Cap | 52.57 | 34.4 |
| Mid Cap | 36.01 | 39.4 |
| Small Cap | 4.98 | 16.58 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.24 | 4.9 |
| Communication Services | 3.09 | 5.55 |
| Energy | 5.79 | 3.53 |
| Financial Services | 26.97 | 31.37 |
| Technology | 7.09 | 12.13 |
| Consumer Cyclical | 12.91 | 7.45 |
| Basic Materials | 11.51 | 4.84 |
| Industrials | 17.06 | 9.76 |
| Consumer Defensive | 1.56 | 6.22 |
| Healthcare | 7.5 | 9.67 |
| Real Estate | 0.88 | 3.67 |
| Utilities | 3.4 | 0.92 |
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