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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) | ₹27655 Cr | ₹10818 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 | 1.46% | 0.43% |
| 6 Month | 15.36% | 14.27% |
| 1 Year | 0.59% | 0.51% |
| 3 Year | 20.24% | 25.03% |
| 5 Year | 21.98% | 25.17% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.26% | 3.15% |
| 1 Year | 14.77% | 15.02% |
| 3 Year | 17.16% | 21.08% |
| 5 Year | 17.77% | 21.27% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.75% | 13.21% |
| 3 Year | 15.77% | 12.32% |
| 5 Year | 15.2% | 11.26% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.82% | 13.37% |
| Sharp | 0.93% | 1.19% |
| Beta | 0.93% | 0.98% |
| Alpha | 3.72% | 7.29% |
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 | 4.65 | 11.37 |
| Large Cap | 52.88 | 35.72 |
| Mid Cap | 36.9 | 38.99 |
| Small Cap | 5.57 | 13.92 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.37 | 7.95 |
| Communication Services | 3.04 | 4.78 |
| Energy | 5.51 | 3.63 |
| Financial Services | 23.55 | 26.86 |
| Technology | 8.34 | 10.22 |
| Consumer Cyclical | 14.02 | 10.3 |
| Basic Materials | 12.4 | 7.48 |
| Industrials | 17.45 | 9.23 |
| Consumer Defensive | 1.67 | 7.13 |
| Healthcare | 7.29 | 7.08 |
| Real Estate | 0.93 | 3.34 |
| Utilities | 4.43 | 2.01 |
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