Kotak Equity Opportunities Fund vs BANDHAN Core Equity Fund compare
Kotak Equity Opportunities Fund - Growth
BANDHAN Core Equity Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | BANDHAN Core Equity Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹7574 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 Equity Opportunities Fund - Growth | BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.56% | 3.31% |
6 Month | -4.73% | -2.84% |
1 Year | 4.8% | 9.33% |
3 Year | 17.81% | 22.93% |
5 Year | 24.76% | 28.9% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.32% | 1.38% |
1 Year | -6.52% | -2.75% |
3 Year | 17.07% | 23.09% |
5 Year | 18.65% | 23.11% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.98% | 14.23% |
3 Year | 15.39% | 11.91% |
5 Year | 14.87% | 10.96% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.018% | 14.642% |
Sharp | 0.647% | 0.906% |
Beta | 0.929% | 0.97% |
Alpha | 3.063% | 6.978% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Manish Gunwani |
Total AUM | ₹139411 Cr | ₹8731 Cr |
Funds Managed | 11 | 4 |
Kotak Equity Opportunities Fund - Growth | BANDHAN Core Equity Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 4.51 | 8.52 |
Large Cap | 54.26 | 43.7 |
Mid Cap | 35.22 | 35.19 |
Small Cap | 6.01 | 12.59 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 3.44 | 8.45 |
Communication Services | 2.5 | 3.05 |
Energy | 5.77 | 2.62 |
Financial Services | 20.63 | 25.96 |
Technology | 10.67 | 8.49 |
Consumer Cyclical | 13.42 | 10.63 |
Industrials | 16.41 | 9.41 |
Consumer Defensive | 1.89 | 6.69 |
Healthcare | 8.56 | 10.8 |
Basic Materials | 10.21 | 9.93 |
Real Estate | 0.86 | 2.87 |
Utilities | 5.64 | 1.11 |
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