Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Bandhan Midcap Fund Regular vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

tortoise-icon Kotak Emerging Equity Scheme - Growth

Invest Now

tortoise-icon Bandhan Midcap Fund Regular - Growth

Invest Now

Chart Comparison

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

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 6.4% 5.65%
6 Month -3.26% -6.32%
1 Year 6.81% 4.46%
3 Year 26.47% -
5 Year 30.82% -

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Bandhan Midcap Fund Regular - Growth
6 Month 11.65% 10.65%
1 Year 10.22% 6.16%
3 Year 23.06% -
5 Year 23.31% -

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - 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 Emerging Equity Scheme - Growth Bandhan Midcap Fund Regular - Growth
Standard Deviation 15.958% -
Sharp 0.648% -
Beta 0.86% -
Alpha -0.958% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HSBC Global Equity Climate Change Fund of Fund - Regular - Growth HSBC Global Equity Climate Change Fund of Fund - Regular - Growth

3Y Returns10.54%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns29.19%

Compare Now

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.93%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.26%

Compare Now

SBI Liquid Fund - Regular Plan -Growth SBI Liquid Fund - Regular Plan -Growth

3Y Returns6.87%

VS

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.95%

Compare Now

HDFC Manufacturing Fund - Regular (G) HDFC Manufacturing Fund - Regular (G)

3Y Returns0%

VS

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

3Y Returns0%

Compare Now
Add to Cart Successfully