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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) | ₹29516 Cr | ₹11799 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 | 0.51% | 0.8% |
| 6 Month | 6.09% | 7.3% |
| 1 Year | 4.11% | 7.04% |
| 3 Year | 18.22% | 22.6% |
| 5 Year | 19.6% | 22.85% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.66% | 4.75% |
| 1 Year | 17.36% | 19.85% |
| 3 Year | 16.99% | 21.5% |
| 5 Year | 17.71% | 21.63% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.65% | 12.97% |
| 3 Year | 15.91% | 12.47% |
| 5 Year | 15.33% | 11.48% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.87% | 13.31% |
| Sharp | 0.97% | 1.18% |
| Beta | 0.89% | 0.94% |
| Alpha | 1.18% | 4.39% |
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 | 7.45 | 9.06 |
| Large Cap | 52.77 | 36.36 |
| Mid Cap | 34.7 | 40.01 |
| Small Cap | 5.08 | 14.57 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.27 | 4.61 |
| Communication Services | 3.08 | 5.72 |
| Energy | 5.98 | 3.64 |
| Financial Services | 25.21 | 31.72 |
| Technology | 7.04 | 9.95 |
| Consumer Cyclical | 13.03 | 8.12 |
| Basic Materials | 11.59 | 6.58 |
| Industrials | 17.32 | 9.16 |
| Consumer Defensive | 1.58 | 7.44 |
| Healthcare | 7 | 8.29 |
| Real Estate | 0.96 | 3.67 |
| Utilities | 3.94 | 1.11 |
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