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Kotak Equity Opportunities Fund vs BANDHAN Core Equity Fund compare
Kotak Large & Midcap Fund - Growth
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹30039 Cr | ₹13636 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 09 Aug 2005 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 14.92% | 71% |
| Expense Ratio | 1.61 | 1.78 |
| Manager | Harsha Upadhyaya | Manish Gunwani |
| ISIN Code | INF174K01187 | INF194K01524 |
| Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Core Equity 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 Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.56% | -3.03% |
| 6 Month | 0.93% | 0.55% |
| 1 Year | 8.21% | 8.16% |
| 3 Year | 18.57% | 22.14% |
| 5 Year | 17.18% | 19.83% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.35% | 0.3% |
| 1 Year | 12.66% | 11.12% |
| 3 Year | 14.43% | 17.38% |
| 5 Year | 16.22% | 19.32% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.37% | 12.82% |
| 3 Year | 16% | 12.53% |
| 5 Year | 15.39% | 11.63% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.87% | 12.84% |
| Sharp | 1.01% | 1.24% |
| Beta | 0.9% | 0.95% |
| Alpha | 1.11% | 4.12% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Manish Gunwani |
| Total AUM | ₹139411 Cr | ₹8731 Cr |
| Funds Managed | 11 | 4 |
| Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.24 | 10.6 |
| Large Cap | 51.63 | 33.9 |
| Mid Cap | 36.04 | 38.85 |
| Small Cap | 5.09 | 16.66 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.84 | 3.9 |
| Communication Services | 3.11 | 5.76 |
| Energy | 6.04 | 3.78 |
| Financial Services | 27.43 | 32.98 |
| Technology | 7.09 | 11.25 |
| Consumer Cyclical | 13.11 | 6.09 |
| Basic Materials | 11.57 | 6.66 |
| Industrials | 16.03 | 10.68 |
| Consumer Defensive | 1.51 | 4.98 |
| Healthcare | 7.35 | 8.96 |
| Real Estate | 0.89 | 3.63 |
| Utilities | 3.01 | 1.33 |
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