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) | ₹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 |
Top Comparisons
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.33%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.38%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns24.4%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns19.03%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.33%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.33%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.99%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns7.03%