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) | ₹53626 Cr | ₹7365 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 | 2.04% | 2.39% |
6 Month | 16.15% | 15.53% |
1 Year | 1.13% | -1.26% |
3 Year | 15.49% | 13.93% |
5 Year | 19.36% | 19.28% |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.34% | 4.13% |
1 Year | 13.43% | 12.69% |
3 Year | 16.19% | 15.53% |
5 Year | 15.69% | 14.98% |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.26% | 12.82% |
3 Year | 15.22% | 15.46% |
5 Year | 15.42% | 16.09% |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.26% | 11.65% |
Sharp | 0.74% | 0.62% |
Beta | 0.93% | 0.84% |
Alpha | 0.96% | 0.66% |
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 | 2.62 | 7.86 |
Large Cap | 68.99 | 74.72 |
Small Cap | 4.67 | 8.68 |
Mid Cap | 23.72 | 8.73 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.22 | 4.78 |
Communication Services | 3.09 | 3.13 |
Energy | 6.01 | 4.89 |
Technology | 7.27 | 10.59 |
Consumer Cyclical | 10.29 | 14.75 |
Healthcare | 3.18 | 5.6 |
Industrials | 21.34 | 5.28 |
Consumer Defensive | 2.58 | 6.66 |
Basic Materials | 14.86 | 5.95 |
Financial Services | 25.57 | 35.76 |
Utilities | 3.59 | 2.6 |
Real Estate | - | 0 |
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