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) | ₹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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