BANDHAN Hybrid Equity Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon BANDHAN Hybrid Equity Fund-Regular Plan 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 Hybrid Equity Fund-Regular Plan Growth
Fund Kotak Equity Hybrid - Growth BANDHAN Hybrid Equity Fund-Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6509 Cr ₹728 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 25 Nov 1999 05 Dec 2016
Category Aggressive Aggressive
Fund Type 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 2.37
Manager Harsha Upadhyaya Manish Gunwani
ISIN Code INF174K01E92 INF194KA1U15
Exits Load Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Month 1.28% 3.52%
6 Month 20.55% 16.9%
1 Year 33.82% 30.52%
3 Year 17.91% 14.37%
5 Year 20.58% 17.8%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth BANDHAN Hybrid Equity Fund-Regular Plan Growth
6 Month - -
1 Year 14.48% 9.62%
3 Year 31.88% 24.08%
5 Year 63.28% 50.08%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Year 20.19% 17.27%
3 Year 49.37% 40.45%
5 Year 69.91% 55.64%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth BANDHAN Hybrid Equity Fund-Regular Plan Growth
Standard Deviation 8.13% 9.81%
Sharp 1.25% 0.76%
Beta 0.9% 1.05%
Alpha 5.28% 0.99%

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Fund Managers

Scheme Name Kotak Equity Hybrid - Growth BANDHAN Hybrid Equity Fund-Regular Plan Growth
Name Harsha Upadhyaya Manish Gunwani
Total AUM ₹139411 Cr ₹8731 Cr
Fund Manage 11 4
Kotak Equity Hybrid - Growth BANDHAN Hybrid Equity Fund-Regular Plan Growth

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

BANDHAN Hybrid Equity Fund-Regular Plan Growth

Others 25.22 23.87
Large Cap 42.49 47.52
Small Cap 11.1 17.15
Mid Cap 20.5 11.73

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

BANDHAN Hybrid Equity Fund-Regular Plan Growth

Others 25.12 21.17
Petroleum Products 2.44 3.87
IT - Software 8.07 6.09
Capital Markets 0.63 1.31
Personal Products 1.77 -
Construction 3.99 1.73
Finance 6.56 6.74
Diversified FMCG 1.34 -
Banks 8.58 9.7
Pharmaceuticals & Biotechnology 4.09 4.44
Healthcare Services 1.36 2.05
Cement & Cement Products 1.67 1.02
Realty 1.8 1.1
Automobiles 2.53 4.47
Industrial Products 3.6 0.57
Gas 1.09 -
Electrical Equipment 0.88 3.92
Fertilizers & Agrochemicals 0.62 0.66
Consumer Durables 3.31 4.76
Transport Services 0.83 1.56
Aerospace & Defense 0.79 1.12
Oil 1.56 0.47
Auto Components 6.39 3.02
Chemicals & Petrochemicals 2.15 0.96
Telecom - Services 3.06 4.83
Power 2.47 2.75
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 0.97 -
Beverages 1.27 2.11
Retailing - 3.89
Non - Ferrous Metals - 0.48
Paper, Forest & Jute Products - 0.72
Industrial Manufacturing - 2.25
Entertainment - 0.4
Ferrous Metals - 1.43
Leisure Services - 0.68

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