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) | ₹28294 Cr | ₹9735 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 | -1.11% | -0.77% |
6 Month | 10.34% | 9.79% |
1 Year | -0.53% | 0.92% |
3 Year | 20.14% | 25.02% |
5 Year | 23.18% | 26.99% |
SIP Return Analysis
Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.69% | 6.49% |
1 Year | 8.45% | 8.62% |
3 Year | 18.68% | 23.32% |
5 Year | 19.17% | 22.91% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.44% | 13.79% |
3 Year | 15.54% | 12.1% |
5 Year | 15.02% | 11.08% |
Risk Management
Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.65% | 13.96% |
Sharp | 1.21% | 1.46% |
Beta | 0.93% | 0.95% |
Alpha | 3.99% | 7.51% |
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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 | 4.82 | 6.3 |
Large Cap | 52.49 | 39.06 |
Mid Cap | 37.42 | 36.44 |
Small Cap | 5.28 | 18.2 |
Sector Allocation
Scheme Name |
Kotak Large & Midcap Fund - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.25 | 3.75 |
Communication Services | 3.18 | 4.9 |
Energy | 5.97 | 4.27 |
Financial Services | 24.69 | 30.41 |
Technology | 8.83 | 9.95 |
Consumer Cyclical | 12.27 | 8.79 |
Basic Materials | 10.99 | 7.52 |
Industrials | 17.45 | 11.03 |
Consumer Defensive | 1.59 | 5.6 |
Healthcare | 7.28 | 6.96 |
Real Estate | 1.08 | 3.66 |
Utilities | 5.41 | 3.16 |
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