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) | ₹7864 Cr | ₹1083 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 | -0.25% | -0.14% |
6 Month | 10.9% | 12.31% |
1 Year | 4.14% | 7.84% |
3 Year | 15.08% | 14.64% |
5 Year | 19.72% | 18.16% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
---|---|---|
6 Month | 5.04% | 4.51% |
1 Year | 8.22% | 9.54% |
3 Year | 14.86% | 15.36% |
5 Year | 15.06% | 14.54% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
---|---|---|
1 Year | 11.41% | 8.85% |
3 Year | 13.62% | 13.58% |
5 Year | 13.05% | 12% |
Risk Management
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Bandhan Aggressive Hybrid Fund - Growth |
---|---|---|
Standard Deviation | 10.48% | 10.81% |
Sharp | 0.87% | 0.82% |
Beta | 1.10% | 1.10% |
Alpha | 1.92% | 1.68% |
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 | 31 | 23.94 |
Large Cap | 38.92 | 50.56 |
Small Cap | 7.52 | 15.55 |
Mid Cap | 22.56 | 9.95 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Bandhan Aggressive Hybrid Fund - Growth |
---|---|---|
Others | 26.64 | 21.36 |
Communication Services | 3 | 2.03 |
Energy | 2.51 | 4.38 |
Technology | 9.99 | 10.67 |
Financial Services | 16.22 | 20.1 |
Consumer Cyclical | 8.45 | 11.22 |
Consumer Defensive | 3.13 | 3.94 |
Healthcare | 7.16 | 7.79 |
Real Estate | 1.44 | 2.74 |
Industrials | 11.11 | 6.81 |
Basic Materials | 8.08 | 5.33 |
Utilities | 2.28 | 3.63 |
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