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BANDHAN Hybrid Equity Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Aggressive Hybrid Fund - Growth

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tortoise-icon Bandhan Aggressive Hybrid Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹8402 Cr ₹1365 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 -1.1% -0.12%
6 Month 4.98% 7.8%
1 Year 4.69% 9.01%
3 Year 14.71% 15.26%
5 Year 16.76% 16.42%

SIP Return Analysis

Scheme Name Kotak Aggressive Hybrid Fund - Growth Bandhan Aggressive Hybrid Fund - Growth
6 Month 1.48% 3.86%
1 Year 11.99% 17.75%
3 Year 13.77% 16.22%
5 Year 14.09% 14.84%

Rolling Lumpsum Returns

Scheme Name Kotak Aggressive Hybrid Fund - Growth Bandhan Aggressive Hybrid Fund - Growth
1 Year 10.86% 8.52%
3 Year 14.33% 13.8%
5 Year 13.2% 12.85%

Risk Management

Scheme Name Kotak Aggressive Hybrid Fund - Growth Bandhan Aggressive Hybrid Fund - Growth
Standard Deviation 8.13% 10.78%
Sharp 0.9% 0.80%
Beta 1.35% 1.13%
Alpha 1.95% 1.64%

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 28.5 28.6
Large Cap 41.18 49.69
Small Cap 6.8 13.49
Mid Cap 23.52 8.22

Sector Allocation

Scheme Name

Kotak Aggressive Hybrid Fund - Growth

Bandhan Aggressive Hybrid Fund - Growth

Others 21.5 23.7
Communication Services 3.03 2.81
Energy 2.48 4.3
Technology 9.43 8.42
Financial Services 22.23 20.12
Consumer Cyclical 7.97 11.74
Healthcare 7.03 6.51
Real Estate 1.44 2.48
Consumer Defensive 2.95 3.71
Industrials 11.04 7.63
Basic Materials 8.75 5.09
Utilities 2.15 3.48

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