Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

BANDHAN Hybrid Equity Fund vs Kotak Equity Hybrid compare

Link copied to clipboard!

tortoise-icon Kotak Aggressive Hybrid Fund - Growth

Invest Now

tortoise-icon Bandhan Aggressive Hybrid Fund - Growth

Invest Now

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) ₹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

Top Comparisons

HDFC Money Market Fund - Growth Option HDFC Money Market Fund - Growth Option

3Y Returns7.5%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.6%

Compare Now

Invesco India Money Market Fund - Growth Invesco India Money Market Fund - Growth

3Y Returns7.26%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.6%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns10.37%

VS

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns11.07%

Compare Now

Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan

3Y Returns15.95%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns17.63%

Compare Now
Add to Cart Successfully