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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) | ₹28381 Cr | ₹10818 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 | 2.99% | 3.61% |
| 6 Month | 10.31% | 11.07% |
| 1 Year | 5.39% | 7.37% |
| 3 Year | 18.8% | 23.52% |
| 5 Year | 22.4% | 25.77% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.82% | 1.22% |
| 1 Year | 9.57% | 10.51% |
| 3 Year | 14.86% | 18.93% |
| 5 Year | 16.47% | 20.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.75% | 13.21% |
| 3 Year | 15.77% | 12.32% |
| 5 Year | 15.2% | 11.26% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.77% | 13.31% |
| Sharp | 0.91% | 1.18% |
| Beta | 0.90% | 0.94% |
| Alpha | 0.96% | 4.39% |
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 | 7.33 | 8.81 |
| Large Cap | 52.07 | 35.86 |
| Mid Cap | 34.89 | 40.89 |
| Small Cap | 5.71 | 14.44 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.78 | 5.11 |
| Communication Services | 2.93 | 5.45 |
| Energy | 5.84 | 3.74 |
| Financial Services | 24.06 | 28.6 |
| Technology | 7.11 | 8.77 |
| Consumer Cyclical | 13.66 | 11.03 |
| Basic Materials | 12.15 | 8.26 |
| Industrials | 16.73 | 8.68 |
| Consumer Defensive | 1.59 | 7.48 |
| Healthcare | 7.04 | 7.68 |
| Real Estate | 0.89 | 3.49 |
| Utilities | 4.21 | 1.71 |
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