BANDHAN Hybrid Equity Fund vs Kotak Equity Hybrid compare

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Kotak Equity Hybrid - Growth

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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 Equity Hybrid - Growth	Bandhan Aggressive Hybrid Fund - Growth
Fund	Kotak Equity Hybrid - Growth	Bandhan Aggressive Hybrid Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹6606 Cr	₹786 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

Scheme Name	Kotak Equity Hybrid - Growth	Bandhan Aggressive Hybrid Fund - Growth
1 Month	2.29%	1.55%
6 Month	-3.51%	-0.38%
1 Year	9.02%	11.22%
3 Year	13.86%	13.53%
5 Year	21.06%	19.53%

Scheme Name	Kotak Equity Hybrid - Growth	Bandhan Aggressive Hybrid Fund - Growth
6 Month	0.21%	1.89%
1 Year	-2.95%	3.1%
3 Year	13.9%	14.83%
5 Year	15.37%	14.94%

Scheme Name	Kotak Equity Hybrid - Growth	Bandhan Aggressive Hybrid Fund - Growth
1 Year	12.18%	8.25%
3 Year	13.43%	13.52%
5 Year	12.72%	10.47%

Scheme Name	Kotak Equity Hybrid - Growth	Bandhan Aggressive Hybrid Fund - Growth
Standard Deviation	10.787%	11.371%
Sharp	0.49%	0.403%
Beta	1.055%	1.091%
Alpha	0.867%	0.015%

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Scheme Name	Kotak Equity Hybrid - Growth	Bandhan Aggressive Hybrid Fund - Growth
Name	Harsha Upadhyaya	Manish Gunwani
Total AUM	₹139411 Cr	₹8731 Cr
Funds Managed	11	4
	Kotak Equity Hybrid - Growth	Bandhan Aggressive Hybrid Fund - Growth

Scheme Name	Kotak Equity Hybrid - Growth	Bandhan Aggressive Hybrid Fund - Growth
Others	30.4	27.21
Large Cap	39.15	45.25
Small Cap	8.75	15.83
Mid Cap	21.7	11.71

Scheme Name	Kotak Equity Hybrid - Growth	Bandhan Aggressive Hybrid Fund - Growth
Others	29.46	24.4
Energy	2.5	3.52
Technology	13.72	11.99
Financial Services	13.22	20.15
Consumer Defensive	4.53	2.23
Industrials	8.26	6.29
Healthcare	6.91	7.67
Basic Materials	9.31	7.56
Real Estate	1.37	0.77
Utilities	3.39	2.44
Consumer Cyclical	3.22	10.16
Communication Services	4.12	2.81