BANDHAN Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
BANDHAN Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹11081 Cr | ₹2017 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 09 Jun 2006 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | BSE 100 |
| Turn Over | 14.49% | 78% |
| Expense Ratio | 1.74 | 2.06 |
| Manager | Harsha Upadhyaya | Ritika Behera |
| ISIN Code | INF174K01153 | INF194K01516 |
| Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Large Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.05% | -1.39% |
| 6 Month | 3.77% | 4.79% |
| 1 Year | 4.4% | 4.24% |
| 3 Year | 14.97% | 16.7% |
| 5 Year | 15.36% | 15.22% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.9% | 3.16% |
| 1 Year | 15.47% | 17.23% |
| 3 Year | 14.2% | 15.57% |
| 5 Year | 13.95% | 14.78% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.85% | 11.17% |
| 3 Year | 14.14% | 10.93% |
| 5 Year | 13.94% | 10.98% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.55% | 12.87% |
| Sharp | 0.76% | 0.75% |
| Beta | 0.93% | 1.03% |
| Alpha | 1.53% | 1.73% |
Fund Managers
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Ritika Behera |
| Total AUM | ₹139411 Cr | ₹43013 Cr |
| Funds Managed | 11 | 19 |
| Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.65 | 3.9 |
| Large Cap | 79.22 | 81.31 |
| Mid Cap | 7.75 | 8.82 |
| Small Cap | 4.37 | 5.97 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.97 | 0.57 |
| Communication Services | 3.89 | 2.7 |
| Energy | 8.22 | 7.72 |
| Technology | 9.64 | 12.1 |
| Consumer Cyclical | 13.07 | 14.03 |
| Industrials | 8.96 | 6.97 |
| Consumer Defensive | 7.46 | 4.68 |
| Basic Materials | 7.43 | 7.46 |
| Financial Services | 29.93 | 29.58 |
| Healthcare | 4.7 | 7.56 |
| Real Estate | 0.88 | 2.76 |
| Utilities | 2.85 | 3.88 |
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