BANDHAN Flexi Cap Fund vs Kotak Flexicap Fund compare

BANDHAN Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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BANDHAN Flexi Cap 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 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)	₹54083 Cr	₹7384 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	1.38%	2.09%
6 Month	6.72%	6.22%
1 Year	10.1%	8.61%
3 Year	16.6%	15.35%
5 Year	17.83%	17.65%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	BANDHAN Flexi Cap Fund - Regular Plan - Growth
6 Month	1.27%	2.05%
1 Year	13.56%	13.14%
3 Year	14.88%	14.38%
5 Year	14.83%	14.06%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	BANDHAN Flexi Cap Fund - Regular Plan - Growth
1 Year	11.96%	12.53%
3 Year	15.43%	15.36%
5 Year	15.52%	16.25%

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	BANDHAN Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.26%	11.63%
Sharp	0.84%	0.72%
Beta	0.92%	0.85%
Alpha	0.64%	0.33%

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	5.01	7.43
Large Cap	67.6	71.81
Mid Cap	23.39	9.34
Small Cap	3.99	11.42

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	BANDHAN Flexi Cap Fund - Regular Plan - Growth
Others	2.96	3.74
Communication Services	2.98	4.38
Energy	5.89	5.37
Technology	6.83	11.37
Consumer Cyclical	12.02	13.73
Basic Materials	14.66	6.14
Healthcare	3.09	5.3
Industrials	19.61	6.12
Consumer Defensive	2.25	5.62
Financial Services	26.21	34.72
Utilities	3.51	3.51

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