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) | ₹3869 Cr | ₹2086 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 | 1.26% | -1.03% |
| 6 Month | 8.82% | 3.16% |
| 1 Year | 6.82% | -2.31% |
| 3 Year | 15.79% | 18% |
| 5 Year | 17.57% | 15.45% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.65% | 1.9% |
| 1 Year | 22.05% | 11.16% |
| 3 Year | 16.67% | 16.45% |
| 5 Year | 15.5% | 15.48% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.62% | 11.33% |
| 3 Year | 16.98% | 12.45% |
| 5 Year | 19.81% | 10.07% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.07% | 14.09% |
| Sharp | 0.76% | 0.81% |
| Beta | 0.90% | 0.93% |
| Alpha | 1.37% | 3.40% |
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 | 8.05 | 1.54 |
| Large Cap | 71.07 | 48.19 |
| Mid Cap | 19.36 | 16.69 |
| Small Cap | 1.52 | 33.58 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Bandhan Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.84 | 1.54 |
| Energy | 3.68 | 2.54 |
| Technology | 9.23 | 9.79 |
| Industrials | 20.66 | 3.69 |
| Financial Services | 27.12 | 33.59 |
| Healthcare | 5.52 | 14.96 |
| Consumer Defensive | 2.01 | 15.22 |
| Utilities | 3.11 | 2.01 |
| Consumer Cyclical | 16.21 | 4.27 |
| Communication Services | 5.73 | 2.26 |
| Basic Materials | 2.87 | 3.06 |
| Real Estate | - | 7.07 |
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