Bandhan Midcap Fund Regular vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Bandhan Midcap Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹1491 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 Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
---|---|---|
1 Month | 2.21% | 2.36% |
6 Month | -7.57% | -8.66% |
1 Year | 9.78% | 5.81% |
3 Year | 18.49% | - |
5 Year | 29.33% | - |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
---|---|---|
6 Month | -1.96% | -2.74% |
1 Year | -9.41% | -11.79% |
3 Year | 18.37% | - |
5 Year | 21.3% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
---|---|---|
1 Year | 13.66% | 40.39% |
3 Year | 19.04% | - |
5 Year | 17.67% | - |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
---|---|---|
Standard Deviation | 15.958% | - |
Sharp | 0.648% | - |
Beta | 0.86% | - |
Alpha | -0.958% | - |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
---|---|---|
Name | Harsha Upadhyaya | Harshal Joshi |
Total AUM | ₹139411 Cr | ₹42965 Cr |
Funds Managed | 11 | 20 |
Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Bandhan Midcap Fund Regular - Growth |
---|---|---|
Others | 3.56 | 5.79 |
Small Cap | 16.88 | 12.52 |
Mid Cap | 67.78 | 65.45 |
Large Cap | 11.78 | 16.24 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Bandhan Midcap Fund Regular - Growth |
---|---|---|
Others | 3.56 | 6.1 |
Financial Services | 11.42 | 10.54 |
Consumer Cyclical | 15.6 | 21.79 |
Healthcare | 10.73 | 12.44 |
Technology | 16.21 | 13.36 |
Real Estate | 2.96 | 3.87 |
Energy | 3.08 | - |
Utilities | 0.82 | 1.71 |
Basic Materials | 15.17 | 8.68 |
Industrials | 17.04 | 17.88 |
Communication Services | 2.01 | 2.14 |
Consumer Defensive | 1.39 | 1.47 |
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