BANDHAN Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
BANDHAN Focused Equity Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High |
Asset Size (Cr) | ₹3349 Cr | ₹1746 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 Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
1 Month | -3.1% | -6.95% |
6 Month | -9.84% | -2.7% |
1 Year | 6% | 10.55% |
3 Year | 10.85% | 13.64% |
5 Year | 14.94% | 14.35% |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -8.06% | -0.61% |
3 Year | 12.03% | 17.44% |
5 Year | 14.94% | 16.64% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.28% | 11.87% |
3 Year | 17.37% | 12.11% |
5 Year | 18.3% | 9.62% |
Risk Management
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.68% | 12.64% |
Sharp | 0.97% | 0.78% |
Beta | 0.89% | 0.91% |
Alpha | -0.21% | -0.51% |
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Fund Managers
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Ritika Behera |
Total AUM | ₹169639 Cr | ₹43013 Cr |
Fund Manage | 24 | 19 |
Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 1.58 | 0.89 |
Large Cap | 80.41 | 50.17 |
Mid Cap | 11.56 | 25.37 |
Small Cap | 6.63 | 23.55 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 1.58 | 0.89 |
Petroleum Products | 3.87 | 4.67 |
IT - Software | 11.77 | 10.75 |
Personal Products | 4.86 | - |
Construction | 2.73 | - |
Banks | 19.34 | 17.05 |
Pharmaceuticals & Biotechnology | 4.71 | 3.49 |
Healthcare Services | 3.03 | 2.52 |
Automobiles | 7.77 | 5.37 |
Industrial Products | 4.35 | - |
Gas | 2.85 | - |
Consumer Durables | 4.55 | 3.38 |
Aerospace & Defense | 3.37 | 2.56 |
Retailing | 6.51 | 13.29 |
Telecom - Services | 4.96 | - |
Cement & Cement Products | 2.94 | - |
Chemicals & Petrochemicals | 1.51 | - |
Finance | 3.86 | 3.87 |
Power | 4 | - |
Auto Components | 1.62 | - |
Leisure Services | - | 2.01 |
Industrial Manufacturing | - | 2.67 |
Engineering Services | - | 3.07 |
Beverages | - | 1.95 |
Realty | - | 3.9 |
Electrical Equipment | - | 5.51 |
Food Products | - | 2.49 |
Financial Technology (Fintech) | - | 3.17 |
Other Utilities | - | 3.61 |
Capital Markets | - | 3.76 |
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