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Bandhan Midcap Fund Regular vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
Bandhan Midcap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Fund | Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹60480 Cr | ₹1957 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Mar 2007 | 18 Aug 2022 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 2.88% | % |
| Expense Ratio | 1.44 | 2.1 |
| Manager | Harsha Upadhyaya | Harshal Joshi |
| ISIN Code | INF174K01DS9 | INF194KB1DM6 |
| Exits Load | Kotak Emerging Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Midcap 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 Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| 1 Month | -2.55% | -3.65% |
| 6 Month | 1.38% | 0.28% |
| 1 Year | -1.48% | -6.3% |
| 3 Year | 20.27% | 19.94% |
| 5 Year | 22.3% | - |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.7% | -0.69% |
| 1 Year | 13.77% | 11.75% |
| 3 Year | 17.82% | 16.02% |
| 5 Year | 18.83% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.58% | 31.9% |
| 3 Year | 19.7% | 20.57% |
| 5 Year | 18.04% | - |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.22% | 16.04% |
| Sharp | 0.98% | 0.87% |
| Beta | 0.88% | 0.94% |
| Alpha | -0.24% | -1.22% |
Fund Managers
| Scheme Name | Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Harshal Joshi |
| Total AUM | ₹139411 Cr | ₹42965 Cr |
| Funds Managed | 11 | 20 |
| Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak Midcap Fund - Growth |
Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Others | 4.73 | 10.14 |
| Small Cap | 13.36 | 10.33 |
| Large Cap | 12.57 | 14.26 |
| Mid Cap | 69.34 | 65.27 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Others | 2.09 | 2.78 |
| Financial Services | 20.28 | 19.44 |
| Consumer Cyclical | 15.98 | 19.22 |
| Basic Materials | 13.22 | 8.61 |
| Healthcare | 12.17 | 15.07 |
| Technology | 13.23 | 13.12 |
| Real Estate | 2.18 | 3.44 |
| Energy | 2.69 | - |
| Industrials | 15.19 | 15.11 |
| Communication Services | 2.17 | 1.55 |
| Consumer Defensive | 0.8 | 0.62 |
| Utilities | - | 1.05 |
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