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) | ₹8116 Cr | ₹1224 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 | 3.67% | 4.61% |
| 6 Month | 10.01% | 10.73% |
| 1 Year | 6.61% | 10.65% |
| 3 Year | 16.05% | 16.15% |
| 5 Year | 19% | 18.09% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| 6 Month | 3.1% | 4.36% |
| 1 Year | 13.97% | 17.97% |
| 3 Year | 15.31% | 16.85% |
| 5 Year | 15.07% | 15.25% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| 1 Year | 11.19% | 8.52% |
| 3 Year | 13.94% | 13.67% |
| 5 Year | 13.13% | 12.19% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| Standard Deviation | 10.34% | 10.71% |
| Sharp | 0.83% | 0.77% |
| Beta | 1.12% | 1.12% |
| Alpha | 1.73% | 1.43% |
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 | 28.21 | 25.78 |
| Large Cap | 41.04 | 50.06 |
| Small Cap | 6.95 | 14.16 |
| Mid Cap | 23.8 | 9.99 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| Others | 22.79 | 21.79 |
| Communication Services | 2.85 | 2.46 |
| Energy | 2.43 | 4.09 |
| Technology | 8.45 | 9.88 |
| Financial Services | 21.18 | 20.45 |
| Consumer Cyclical | 8.46 | 12.78 |
| Healthcare | 7.06 | 7.25 |
| Real Estate | 1.37 | 2.56 |
| Consumer Defensive | 2.91 | 2.74 |
| Industrials | 11.04 | 7.27 |
| Basic Materials | 9.21 | 5 |
| Utilities | 2.25 | 3.74 |
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