BANDHAN Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
BANDHAN Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹56885 Cr | ₹7747 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 28 Sep 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 16.04% | 16% |
| Expense Ratio | 1.46 | 1.88 |
| Manager | Harsha Upadhyaya | Ritika Behera |
| ISIN Code | INF174K01336 | INF194K01391 |
| Exits Load | Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.53% | -0.58% |
| 6 Month | 1.11% | 3.19% |
| 1 Year | 2.99% | 4.59% |
| 3 Year | 15.83% | 15.42% |
| 5 Year | 15.81% | 15.45% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.3% | 2.64% |
| 1 Year | 14.43% | 15.72% |
| 3 Year | 14.69% | 14.69% |
| 5 Year | 14.71% | 14.21% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.92% | 12.42% |
| 3 Year | 15.45% | 15.35% |
| 5 Year | 15.55% | 16.28% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.26% | 11.63% |
| Sharp | 0.81% | 0.71% |
| Beta | 0.92% | 0.86% |
| Alpha | 0.98% | 0.84% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Ritika Behera |
| Total AUM | ₹139411 Cr | ₹43013 Cr |
| Funds Managed | 11 | 19 |
| Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.93 | 5.35 |
| Large Cap | 68.36 | 72.24 |
| Mid Cap | 23.52 | 9.17 |
| Small Cap | 3.19 | 13.24 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.06 | 2.29 |
| Communication Services | 3.15 | 4.44 |
| Energy | 6.06 | 4.59 |
| Technology | 6.78 | 11.4 |
| Consumer Cyclical | 11.96 | 12.62 |
| Basic Materials | 14.52 | 8.02 |
| Healthcare | 2.96 | 6.06 |
| Industrials | 19.71 | 5.91 |
| Consumer Defensive | 2.31 | 7.39 |
| Financial Services | 27.03 | 33.78 |
| Utilities | 3.45 | 3.5 |
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