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Bandhan Midcap Fund Regular vs Kotak Emerging Equity Scheme compare

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tortoise-icon Kotak Midcap Fund - Growth

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tortoise-icon Bandhan Midcap Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹57102 Cr ₹1794 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 3.08% 1.67%
6 Month 8.17% 3.8%
1 Year 5.06% 1.98%
3 Year 25.16% -
5 Year 29.99% -

SIP Return Analysis

Scheme Name Kotak Midcap Fund - Growth Bandhan Midcap Fund Regular - Growth
6 Month 12.18% 9.93%
1 Year 15.59% 8.24%
3 Year 23.81% -
5 Year 23.64% -

Rolling Lumpsum Returns

Scheme Name Kotak Midcap Fund - Growth Bandhan Midcap Fund Regular - Growth
1 Year 13.5% 37.5%
3 Year 18.9% -
5 Year 17.75% -

Risk Management

Scheme Name Kotak Midcap Fund - Growth Bandhan Midcap Fund Regular - Growth
Standard Deviation 15.94% -
Sharp 1.22% -
Beta 0.88% -
Alpha 0.16% -

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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 3.75 7.82
Small Cap 13.37 9.55
Large Cap 12.8 15.34
Mid Cap 70.07 67.29

Sector Allocation

Scheme Name

Kotak Midcap Fund - Growth

Bandhan Midcap Fund Regular - Growth

Others 3.35 4.05
Financial Services 12.48 13.56
Consumer Cyclical 19.31 20.93
Healthcare 10.95 12.42
Technology 15.09 10.41
Real Estate 2.67 4.47
Energy 3.02 -
Utilities 0 1.5
Industrials 16.31 19.05
Basic Materials 13.41 10.02
Communication Services 2.24 2.22
Consumer Defensive 1.16 1.37

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