Kotak Flexicap Fund vs BANDHAN Flexi Cap Fund compare
Kotak Flexicap Fund - Growth
BANDHAN Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹56460 Cr | ₹7708 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 28 Sep 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 16.04% | 16% |
| Expense Ratio | 1.46 | 1.88 |
| Manager | Harsha Upadhyaya | Ritika Behera |
| ISIN Code | INF174K01336 | INF194K01391 |
| Exits Load | Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Flexi Cap 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 Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.66% | -3.19% |
| 6 Month | -0.65% | -0.99% |
| 1 Year | 11.32% | 9.03% |
| 3 Year | 15.7% | 15.19% |
| 5 Year | 14.21% | 13.65% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.77% | -0.16% |
| 1 Year | 10.83% | 8.29% |
| 3 Year | 13.53% | 12.27% |
| 5 Year | 14.21% | 12.97% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.84% | 12.28% |
| 3 Year | 15.52% | 15.36% |
| 5 Year | 15.57% | 16.23% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.26% | 12.07% |
| Sharp | 0.85% | 0.87% |
| Beta | 0.93% | 0.85% |
| Alpha | 0.41% | 0.69% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Ritika Behera |
| Total AUM | ₹139411 Cr | ₹43013 Cr |
| Funds Managed | 11 | 19 |
| Kotak Flexicap Fund - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.26 | 6.82 |
| Large Cap | 67.42 | 69.56 |
| Mid Cap | 23.29 | 8.98 |
| Small Cap | 3.03 | 14.65 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.54 | 2.57 |
| Communication Services | 3.21 | 4.05 |
| Energy | 6.27 | 4.09 |
| Technology | 6.95 | 10.4 |
| Consumer Cyclical | 11.77 | 15.13 |
| Basic Materials | 14.02 | 6.81 |
| Healthcare | 2.83 | 6.1 |
| Industrials | 18.47 | 6.19 |
| Consumer Defensive | 2.2 | 7.77 |
| Financial Services | 28.55 | 33.89 |
| Utilities | 3.19 | 3 |
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