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BANDHAN Hybrid Equity Fund vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
Bandhan Aggressive Hybrid Fund - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| Fund | Kotak Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹7853 Cr | ₹1139 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Nov 2014 | 30 Dec 2016 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 38.8% | 44% |
| Expense Ratio | 1.77 | 2.34 |
| Manager | Harsha Upadhyaya | Manish Gunwani |
| ISIN Code | INF174K01E92 | INF194KA1U15 |
| Exits Load | Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Hybrid 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 Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| 1 Month | 2.63% | 3.17% |
| 6 Month | 16.54% | 15.88% |
| 1 Year | 1.91% | 4.24% |
| 3 Year | 15.55% | 15.79% |
| 5 Year | 19.25% | 17.82% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| 6 Month | 4.53% | 4.85% |
| 1 Year | 11.86% | 14.73% |
| 3 Year | 15.25% | 16.24% |
| 5 Year | 15.07% | 14.88% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| 1 Year | 11.41% | 8.85% |
| 3 Year | 13.62% | 13.58% |
| 5 Year | 13.05% | 12% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| Standard Deviation | 10.49% | 10.82% |
| Sharp | 0.70% | 0.69% |
| Beta | 1.11% | 1.10% |
| Alpha | 1.84% | 1.96% |
Fund Managers
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Manish Gunwani |
| Total AUM | ₹139411 Cr | ₹8731 Cr |
| Funds Managed | 11 | 4 |
| Kotak Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| Others | 27.61 | 26.01 |
| Large Cap | 41.21 | 49.7 |
| Small Cap | 7.41 | 14.44 |
| Mid Cap | 23.78 | 9.85 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| Others | 22.74 | 22.17 |
| Communication Services | 2.98 | 1.98 |
| Energy | 2.34 | 4.24 |
| Technology | 9.89 | 10.84 |
| Financial Services | 19.03 | 19.74 |
| Consumer Cyclical | 8.42 | 11.92 |
| Healthcare | 7.14 | 6.76 |
| Real Estate | 1.4 | 2.57 |
| Consumer Defensive | 3.07 | 3.57 |
| Industrials | 11.19 | 7.27 |
| Basic Materials | 9.55 | 5.28 |
| Utilities | 2.23 | 3.67 |
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