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 | 0.59% | 1.07% |
6 Month | 8.39% | 2.53% |
1 Year | 2.08% | 10.17% |
3 Year | 18.51% | 21.54% |
5 Year | 20.72% | 20.17% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 8.75% | 9.34% |
1 Year | 11.23% | 12.33% |
3 Year | 16.6% | 21.16% |
5 Year | 16.16% | 17.98% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.08% | 11.86% |
3 Year | 17.15% | 12.23% |
5 Year | 19.33% | 9.75% |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.95% | 14.57% |
Sharp | 0.99% | 1.05% |
Beta | 0.90% | 0.91% |
Alpha | 0.05% | 2.46% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.67 | 12.58 |
Large Cap | 76.24 | 49.9 |
Mid Cap | 16.66 | 21.44 |
Small Cap | 2.44 | 16.07 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.09 | 12.58 |
Energy | 4.09 | 4.38 |
Technology | 10.27 | 11.43 |
Industrials | 19.27 | 6.27 |
Financial Services | 28.54 | 29.88 |
Healthcare | 6.34 | 7.32 |
Consumer Defensive | 2.42 | 5.66 |
Utilities | 5.92 | 3.66 |
Consumer Cyclical | 13.44 | 3.74 |
Communication Services | 5.66 | 3.84 |
Basic Materials | 2.95 | 1.81 |
Real Estate | - | 9.43 |
Top Comparisons
Invesco India Midcap Fund - Growth Option
3Y Returns31.02%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns27.66%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns20.31%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns22.58%
Kotak Silver ETF Fund of Fund - Regular Plan - Growth Option
3Y Returns0%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns0%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.94%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns8%