Kotak Bluechip Fund vs BANDHAN Large Cap Fund compare
Kotak Large Cap Fund - Growth
BANDHAN Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹11081 Cr | ₹2051 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 09 Jun 2006 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | BSE 100 |
| Turn Over | 14.49% | 78% |
| Expense Ratio | 1.74 | 2.06 |
| Manager | Harsha Upadhyaya | Ritika Behera |
| ISIN Code | INF174K01153 | INF194K01516 |
| Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Large Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.84% | 1.11% |
| 6 Month | 3.64% | 5.02% |
| 1 Year | 7.39% | 7.27% |
| 3 Year | 15.86% | 17.88% |
| 5 Year | 15.24% | 15.2% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.85% | 4.11% |
| 1 Year | 16% | 17.82% |
| 3 Year | 14.17% | 15.68% |
| 5 Year | 13.99% | 14.92% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.78% | 11.09% |
| 3 Year | 14.17% | 10.96% |
| 5 Year | 13.96% | 11% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.55% | 12.53% |
| Sharp | 0.76% | 0.82% |
| Beta | 0.93% | 1.01% |
| Alpha | 1.53% | 2.43% |
Fund Managers
| Scheme Name | Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Ritika Behera |
| Total AUM | ₹139411 Cr | ₹43013 Cr |
| Funds Managed | 11 | 19 |
| Kotak Large Cap Fund - Growth | BANDHAN Large Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.27 | 1.07 |
| Large Cap | 83.52 | 81.58 |
| Mid Cap | 9.12 | 10.31 |
| Small Cap | 4.37 | 7.52 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
BANDHAN Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.27 | 1.07 |
| Telecom - Services | 3.89 | 2.7 |
| Petroleum Products | 8.22 | 7.72 |
| IT - Software | 8.7 | 8.42 |
| Retailing | 3.63 | 3.42 |
| Construction | 3.95 | 3.31 |
| Diversified FMCG | 3.97 | 2.29 |
| Non - Ferrous Metals | 0.77 | - |
| Banks | 23.42 | 23.72 |
| Pharmaceuticals & Biotechnology | 3.63 | 5.84 |
| Ferrous Metals | 1.53 | 1.42 |
| Realty | 0.88 | 2.76 |
| Automobiles | 6.48 | 6.41 |
| Personal Products | 1.13 | - |
| Finance | 5.63 | 3.72 |
| Fertilizers & Agrochemicals | 1.29 | - |
| Food Products | 0.74 | - |
| Gas | 0.53 | - |
| Aerospace & Defense | 1.48 | 0.54 |
| Industrial Products | 1.12 | 0.6 |
| Auto Components | 3.61 | 1.14 |
| Consumer Durables | 1.26 | 3.8 |
| Chemicals & Petrochemicals | 1.48 | 1.16 |
| Cement & Cement Products | 2.35 | 2.35 |
| Healthcare Services | 0.86 | 1.71 |
| Transport Services | 2.09 | 1.1 |
| Power | 2.31 | 3.88 |
| Insurance | 0.87 | 2.12 |
| Beverages | 1.19 | 2.39 |
| Leisure Services | - | 0.51 |
| Electrical Equipment | - | 1.63 |
| Capital Markets | - | 1.01 |
| Diversified Metals | - | 1.22 |
| Financial Technology (Fintech) | - | 2.52 |
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