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) | ₹10427 Cr | ₹1916 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 | 1.2% | 1.77% |
| 6 Month | 5.81% | 7.57% |
| 1 Year | 5.55% | 5.69% |
| 3 Year | 14.75% | 16.05% |
| 5 Year | 17.59% | 17.22% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.35% | 3.16% |
| 1 Year | 12.7% | 14.92% |
| 3 Year | 13.87% | 15.51% |
| 5 Year | 13.82% | 14.71% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.22% | 11.1% |
| 3 Year | 14.04% | 11.48% |
| 5 Year | 13.89% | 11.44% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.78% | 12.88% |
| Sharp | 0.72% | 0.77% |
| Beta | 0.95% | 1.02% |
| Alpha | 0.55% | 1.35% |
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 | 7.54 | 4.2 |
| Large Cap | 79.46 | 81.17 |
| Mid Cap | 7.67 | 7.13 |
| Small Cap | 5.33 | 7.5 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.37 | 1.05 |
| Communication Services | 3.69 | 2.69 |
| Energy | 7.86 | 7.44 |
| Technology | 9.47 | 11.83 |
| Consumer Cyclical | 13.93 | 13.62 |
| Industrials | 8.79 | 7.97 |
| Consumer Defensive | 7.44 | 4.77 |
| Basic Materials | 8.12 | 7.49 |
| Financial Services | 28.87 | 29.29 |
| Healthcare | 4.43 | 7.03 |
| Real Estate | 0.86 | 2.95 |
| Utilities | 3.17 | 3.87 |
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