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Kotak Equity Savings Fund - Regular - Growth
BANDHAN Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹9023 Cr | ₹356 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 09 Jun 2008 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | 492.24% | 22% |
| Expense Ratio | 1.76 | 1.1 |
| Manager | Abhishek Bisen | Harshal Joshi |
| ISIN Code | INF174K01C78 | INF194K01581 |
| Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Bandhan Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.92% | 0.22% |
| 6 Month | 4.39% | 2.53% |
| 1 Year | 5.78% | 5.91% |
| 3 Year | 11.28% | 7.7% |
| 5 Year | 10.5% | 7.22% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.36% | 1.37% |
| 1 Year | 11.58% | 6.19% |
| 3 Year | 10.6% | 7.22% |
| 5 Year | 10.74% | 7.06% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.31% | 6.83% |
| 3 Year | 9.08% | 7.11% |
| 5 Year | 8.86% | 6.95% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.82% | 2.08% |
| Sharp | 1.09% | 0.41% |
| Beta | 1.04% | - |
| Alpha | 1.55% | - |
Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Harshal Joshi |
| Total AUM | ₹0 Cr | ₹42965 Cr |
| Funds Managed | 33 | 20 |
| Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.48 | 33.94 |
| Large Cap | 48.5 | 60.05 |
| Mid Cap | 12.43 | 3.13 |
| Small Cap | 7.6 | 2.89 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.2 | 33.94 |
| Communication Services | 12.44 | 1.28 |
| Energy | 2.96 | 3.87 |
| Technology | 8.3 | 3.87 |
| Consumer Cyclical | 10.66 | 7.39 |
| Healthcare | 0.86 | 4.71 |
| Industrials | 4.39 | 3.95 |
| Basic Materials | 4.76 | 8.67 |
| Financial Services | 19.09 | 24.98 |
| Consumer Defensive | 4.55 | 6.14 |
| Utilities | 3.49 | 1.19 |
| Real Estate | 0.31 | - |
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