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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) | ₹56988 Cr | ₹1818 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 | 2.28% | 3.77% |
| 6 Month | 23.34% | 22.47% |
| 1 Year | 1.91% | -1.84% |
| 3 Year | 20.26% | 20.56% |
| 5 Year | 28.03% | - |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| 6 Month | 6.78% | 7.06% |
| 1 Year | 17.48% | 15.63% |
| 3 Year | 22.14% | 20.93% |
| 5 Year | 21.86% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.21% | 35.64% |
| 3 Year | 19.2% | - |
| 5 Year | 17.86% | - |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.11% | 16.05% |
| Sharp | 0.89% | 0.79% |
| Beta | 0.86% | 0.91% |
| Alpha | 0.68% | -0.64% |
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 | 2.36 | 7.61 |
| Small Cap | 13.15 | 9.78 |
| Large Cap | 13.82 | 15.79 |
| Mid Cap | 70.67 | 66.81 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Others | 2.04 | 3.22 |
| Financial Services | 14.16 | 14.59 |
| Consumer Cyclical | 19.67 | 21.4 |
| Healthcare | 11.61 | 13.23 |
| Technology | 14.44 | 9.53 |
| Real Estate | 2.28 | 4.21 |
| Energy | 2.94 | - |
| Industrials | 15.49 | 19.64 |
| Basic Materials | 13.84 | 9.65 |
| Communication Services | 2.32 | 1.73 |
| Consumer Defensive | 1.21 | 1.48 |
| Utilities | - | 1.33 |
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