- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹8444 Cr | ₹347 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 | -0.61% | 0.3% |
| 6 Month | 4.05% | 3.39% |
| 1 Year | 3.41% | 5.18% |
| 3 Year | 11.53% | 7.78% |
| 5 Year | 11.47% | 8.37% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.08% | 1.79% |
| 1 Year | 6.43% | 6.2% |
| 3 Year | 10.78% | 7.87% |
| 5 Year | 10.82% | 7.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.48% | 6.91% |
| 3 Year | 8.95% | 7.05% |
| 5 Year | 8.78% | 6.92% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.05% | 2.37% |
| Sharp | 1.09% | 0.70% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 33.59 | 36.74 |
| Large Cap | 49.93 | 60.47 |
| Mid Cap | 10.46 | 2.79 |
| Small Cap | 6.01 | - |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.77 | 33.2 |
| Communication Services | 12.54 | 4.49 |
| Energy | 4.12 | 3.97 |
| Technology | 3.65 | 7.1 |
| Consumer Cyclical | 10.82 | 5.56 |
| Healthcare | 0.78 | 4.41 |
| Consumer Defensive | 3.49 | 6.1 |
| Industrials | 5.61 | 2.93 |
| Basic Materials | 6.18 | 8.37 |
| Financial Services | 15.6 | 21.8 |
| Real Estate | 0.41 | - |
| Utilities | 4.03 | 2.07 |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns23.66%
Invesco India Midcap Fund - Growth Option
3Y Returns28.7%
HDFC Value Fund - Growth Plan
3Y Returns20.64%
Aditya Birla Sun Life Value Fund - Growth Option
3Y Returns20.61%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns19.91%
Invesco India Dynamic Equity Fund - Growth
3Y Returns14%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.22%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.22%
