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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) | ₹58300 Cr | ₹1858 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 | 1.62% | 2.73% |
| 6 Month | 14.66% | 13.2% |
| 1 Year | 6.2% | 3.3% |
| 3 Year | 21.98% | 20.74% |
| 5 Year | 27.19% | - |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.32% | 0.39% |
| 1 Year | 14.14% | 9.1% |
| 3 Year | 19.37% | 16.86% |
| 5 Year | 20% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.97% | 31.9% |
| 3 Year | 19.31% | 20.57% |
| 5 Year | 17.93% | - |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.01% | 16.06% |
| Sharp | 0.98% | 0.86% |
| Beta | 0.88% | 0.94% |
| Alpha | 0.40% | -1.41% |
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 | 3.45 | 7.26 |
| Small Cap | 14.03 | 10.78 |
| Large Cap | 13.54 | 16.37 |
| Mid Cap | 68.98 | 65.58 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Others | 1.88 | 2.33 |
| Financial Services | 18.65 | 15.75 |
| Consumer Cyclical | 17.46 | 21.58 |
| Basic Materials | 13.62 | 8.26 |
| Healthcare | 11.6 | 15.45 |
| Technology | 12.76 | 12.35 |
| Real Estate | 2.17 | 3.41 |
| Energy | 2.93 | - |
| Industrials | 15.78 | 16.66 |
| Communication Services | 2.08 | 1.7 |
| Consumer Defensive | 1.07 | 1.35 |
| Utilities | - | 1.15 |
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