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) | ₹8177 Cr | ₹265 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 | 0.96% | 0.68% |
6 Month | 0.49% | 3.08% |
1 Year | 5.31% | 6.48% |
3 Year | 12.23% | 8.47% |
5 Year | 12.21% | 9.08% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.55% | 2.13% |
1 Year | 5.57% | 6.34% |
3 Year | 10.85% | 7.98% |
5 Year | 10.83% | 7.57% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.61% | 6.93% |
3 Year | 8.88% | 7.02% |
5 Year | 8.73% | 6.91% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.035% | 2.635% |
Sharp | 0.584% | 0.16% |
Beta | - | - |
Alpha | - | - |
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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 | 33.25 | 31.35 |
Large Cap | 49.67 | 61.86 |
Small Cap | 7.96 | - |
Mid Cap | 9.11 | 6.8 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.97 | 31.33 |
Communication Services | 9.32 | 2.84 |
Energy | 4.49 | 3.62 |
Technology | 3.54 | 7.28 |
Consumer Cyclical | 11.11 | 5.77 |
Healthcare | 1.04 | 5.37 |
Consumer Defensive | 5.04 | 5.88 |
Industrials | 5.06 | 3.68 |
Financial Services | 14.57 | 24.02 |
Basic Materials | 6.18 | 7.79 |
Utilities | 6.36 | 2.41 |
Real Estate | 0.31 | - |
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