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BANDHAN Core Equity Fund vs Kotak Equity Opportunities Fund compare

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tortoise-icon Kotak Large & Midcap Fund - Growth

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tortoise-icon Bandhan Large & Mid Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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