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Kotak Equity Savings Fund - Regular - Growth

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BANDHAN Equity Savings 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 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)	₹8782 Cr	₹355 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	1.09%	0.6%
6 Month	6%	2.78%
1 Year	7.81%	5.81%
3 Year	11.65%	7.63%
5 Year	11.67%	8.13%

SIP Return Analysis

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	BANDHAN Equity Savings Fund - Regular Plan - Growth
6 Month	2.12%	0.65%
1 Year	9.21%	4.8%
3 Year	10.29%	6.88%
5 Year	10.54%	6.85%

Rolling Lumpsum Returns

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	BANDHAN Equity Savings Fund - Regular Plan - Growth
1 Year	8.4%	6.87%
3 Year	9.01%	7.09%
5 Year	8.82%	6.94%

Risk Management

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	BANDHAN Equity Savings Fund - Regular Plan - Growth
Standard Deviation	5.01%	2.08%
Sharp	0.94%	0.43%
Beta	-	-
Alpha	-	-

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	34.29	33.79
Large Cap	49.73	60.94
Mid Cap	8.67	2.91
Small Cap	7.31	2.36

Sector Allocation

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	BANDHAN Equity Savings Fund - Regular Plan - Growth
Others	32.89	33.72
Communication Services	9.91	1.2
Energy	3.22	3.51
Technology	3.35	4.08
Consumer Cyclical	11.93	8.25
Healthcare	0.9	4.45
Consumer Defensive	3.63	7.28
Industrials	4.02	2.86
Basic Materials	5.69	8.87
Financial Services	20.03	23.84
Utilities	4.1	1.94
Real Estate	0.33	-

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