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) | ₹27046 Cr | ₹9107 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 | 3.61% | 2.51% |
6 Month | 2.66% | 1.63% |
1 Year | 2.44% | 5.06% |
3 Year | 24.12% | 28.62% |
5 Year | 24.26% | 28.02% |
SIP Return Analysis
Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 11.19% | 9.36% |
1 Year | 13.36% | 10.75% |
3 Year | 20.23% | 24.15% |
5 Year | 20.1% | 23.4% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.44% | 13.79% |
3 Year | 15.54% | 12.1% |
5 Year | 15.02% | 11.08% |
Risk Management
Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.65% | 13.96% |
Sharp | 1.21% | 1.46% |
Beta | 0.93% | 0.95% |
Alpha | 3.99% | 7.51% |
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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 | 3.73 | 6.84 |
Large Cap | 55.41 | 36.79 |
Mid Cap | 35.34 | 37.82 |
Small Cap | 5.52 | 18.55 |
Sector Allocation
Scheme Name |
Kotak Large & Midcap Fund - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.58 | 5.7 |
Communication Services | 3.14 | 5.06 |
Energy | 5.97 | 3.33 |
Financial Services | 23.82 | 29.63 |
Technology | 8.77 | 8.94 |
Consumer Cyclical | 12.32 | 9.44 |
Industrials | 17.25 | 10.64 |
Consumer Defensive | 1.74 | 5.64 |
Healthcare | 7.34 | 7.63 |
Basic Materials | 10.61 | 7.67 |
Real Estate | 0.95 | 3.79 |
Utilities | 5.5 | 2.53 |
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