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 | -0.14% | -1.15% |
6 Month | 13.02% | 9.97% |
1 Year | 3.24% | -0.56% |
3 Year | 23.25% | - |
5 Year | 29.72% | - |
SIP Return Analysis
Scheme Name | Kotak Midcap Fund - Growth | Bandhan Midcap Fund Regular - Growth |
---|---|---|
6 Month | 11.07% | 8.68% |
1 Year | 14.84% | 7.5% |
3 Year | 23.47% | - |
5 Year | 23.28% | - |
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% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
HDFC Gilt Fund - Growth Plan
3Y Returns7.65%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns7.35%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns11.58%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
3Y Returns9.04%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns25.7%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns21%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns17.19%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns18.01%