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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) | ₹8487 Cr | ₹333 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 | 1.64% | 0.69% |
| 6 Month | 8.62% | 4.13% |
| 1 Year | 3.62% | 4.98% |
| 3 Year | 11.39% | 7.53% |
| 5 Year | 11.52% | 8.2% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.01% | 1.58% |
| 1 Year | 9.56% | 6.46% |
| 3 Year | 10.88% | 7.64% |
| 5 Year | 10.83% | 7.31% |
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 | 5.08% | 2.18% |
| Sharp | 0.83% | 0.34% |
| 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 | 34.8 | 33.41 |
| Large Cap | 49.34 | 60.99 |
| Mid Cap | 9.46 | 3.05 |
| Small Cap | 6.41 | 2.55 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.03 | 33.35 |
| Communication Services | 10.45 | 0.79 |
| Energy | 3.83 | 3.91 |
| Technology | 3.02 | 6.87 |
| Consumer Cyclical | 10.86 | 7.78 |
| Healthcare | 0.8 | 4.91 |
| Consumer Defensive | 3.57 | 6.96 |
| Industrials | 4.93 | 3.12 |
| Basic Materials | 5.58 | 8.85 |
| Financial Services | 18.82 | 21.28 |
| Utilities | 3.72 | 2.17 |
| Real Estate | 0.38 | - |
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