BANDHAN Hybrid Equity Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - 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 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)	₹8462 Cr	₹1486 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 Aggressive Hybrid Fund - Growth	Bandhan Aggressive Hybrid Fund - Growth
1 Month	1.11%	0.95%
6 Month	2.16%	5.63%
1 Year	3.51%	7.16%
3 Year	15.19%	16.39%
5 Year	15.58%	15.26%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Bandhan Aggressive Hybrid Fund - Growth
6 Month	1.66%	3.31%
1 Year	12.44%	17.34%
3 Year	13.06%	15.42%
5 Year	13.54%	14.29%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Bandhan Aggressive Hybrid Fund - Growth
1 Year	10.67%	8.42%
3 Year	14.34%	13.86%
5 Year	13.24%	13.1%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Bandhan Aggressive Hybrid Fund - Growth
Standard Deviation	8.13%	9.81%
Sharp	0.82%	0.86%
Beta	1.37%	1.16%
Alpha	1.76%	2.68%

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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Bandhan Aggressive Hybrid Fund - Growth
Others	23.45	22.65
Large Cap	47.72	52.82
Small Cap	8.48	14.38
Mid Cap	20.35	10.82

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Bandhan Aggressive Hybrid Fund - Growth
Others	23.16	22.65
Telecom - Services	3.25	2.01
Petroleum Products	1.93	4.76
IT - Software	8.94	5.28
Capital Markets	1.36	1.17
Retailing	4.76	3.62
Finance	9.87	2.77
Healthcare Services	3.88	1.71
Banks	10.16	16.38
Pharmaceuticals & Biotechnology	3.01	4.66
Realty	1.46	2.08
Automobiles	1.2	4.41
Diversified FMCG	1.03	1.99
Consumer Durables	3.53	2.78
Electrical Equipment	3.98	1.31
Aerospace & Defense	2.07	1.49
Construction	1.13	2.39
Chemicals & Petrochemicals	3.18	1.11
Auto Components	1.7	1.25
Industrial Products	1.03	0.69
Cement & Cement Products	3.37	1.68
Personal Products	0.66	0.42
Fertilizers & Agrochemicals	0.86	-
Power	0.88	3.35
Ferrous Metals	1.09	0.71
Agricultural, Commercial & Construction Vehicles	0.36	-
Insurance	0.94	1.73
Beverages	1.21	2.12
Transport Services	-	1.31
Entertainment	-	0.69
Diversified Metals	-	0.83
IT - Services	-	0.26
Textiles & Apparels	-	0.61
Financial Technology (Fintech)	-	2.45