BANDHAN Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Bandhan Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹3707 Cr | ₹1947 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Jul 2019 | 16 Mar 2006 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 21.79% | 87% |
Expense Ratio | 1.9 | 2.09 |
Manager | Arjun Khanna | Ritika Behera |
ISIN Code | INF174KA1EK3 | INF194K01466 |
Exits Load | Kotak Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Focused Equity 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 Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.06% | -1.91% |
6 Month | 12.93% | 10.03% |
1 Year | 3.23% | 9.4% |
3 Year | 15.22% | 17.56% |
5 Year | 19.86% | 17.88% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.87% | 5.57% |
1 Year | 7.48% | 4.28% |
3 Year | 14.47% | 17.78% |
5 Year | 14.71% | 15.99% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.9% | 11.83% |
3 Year | 17.25% | 12.31% |
5 Year | 19.96% | 9.8% |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.25% | 13.73% |
Sharp | 0.76% | 0.87% |
Beta | 0.89% | 0.88% |
Alpha | 0.37% | 3.12% |
Fund Managers
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Ritika Behera |
Total AUM | ₹169639 Cr | ₹43013 Cr |
Funds Managed | 24 | 19 |
Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.66 | 3.69 |
Large Cap | 74.77 | 53.11 |
Mid Cap | 18.2 | 18 |
Small Cap | 2.37 | 25.2 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.12 | 3.69 |
Energy | 3.64 | 2.87 |
Technology | 9.59 | 10.85 |
Industrials | 20.28 | 3.52 |
Financial Services | 27.19 | 37.92 |
Healthcare | 7.08 | 12.27 |
Consumer Defensive | 2.39 | 9.19 |
Utilities | 5.57 | 2.62 |
Consumer Cyclical | 14.39 | 4.17 |
Communication Services | 5.65 | 2.23 |
Basic Materials | 3.11 | 3.15 |
Real Estate | - | 7.52 |
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