Kotak Focused Equity Fund vs BANDHAN Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
Bandhan Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹3707 Cr | ₹1947 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Jul 2019 | 16 Mar 2006 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 21.79% | 87% |
Expense Ratio | 1.9 | 2.09 |
Manager | Arjun Khanna | Ritika Behera |
ISIN Code | INF174KA1EK3 | INF194K01466 |
Exits Load | Kotak Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Focused 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 Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.3% | 0.27% |
6 Month | 10.63% | 8.28% |
1 Year | 0.48% | 10.07% |
3 Year | 16.25% | 19.15% |
5 Year | 20.04% | 19.22% |
SIP Return Analysis
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.38% | 7.64% |
1 Year | 9.07% | 10.09% |
3 Year | 16.15% | 20.82% |
5 Year | 15.97% | 17.87% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.08% | 11.86% |
3 Year | 17.15% | 12.23% |
5 Year | 19.33% | 9.75% |
Risk Management
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.95% | 14.57% |
Sharp | 0.99% | 1.05% |
Beta | 0.90% | 0.91% |
Alpha | 0.05% | 2.46% |
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Fund Managers
Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Ritika Behera |
Total AUM | ₹169639 Cr | ₹43013 Cr |
Funds Managed | 24 | 19 |
Kotak Focused Fund- Regular plan _ Growth Option | Bandhan Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 5.27 | 13.58 |
Large Cap | 75 | 49.19 |
Mid Cap | 17.08 | 19.36 |
Small Cap | 2.66 | 17.88 |
Sector Allocation
Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
Bandhan Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 1.36 | 13.58 |
Energy | 3.88 | 4.37 |
Technology | 10.33 | 10.96 |
Industrials | 19.8 | 4.59 |
Financial Services | 27.76 | 31.18 |
Healthcare | 6.79 | 8.26 |
Consumer Defensive | 2.21 | 7.08 |
Utilities | 5.67 | 2.66 |
Consumer Cyclical | 13.33 | 3.63 |
Communication Services | 5.85 | 2.37 |
Basic Materials | 3.03 | 2.94 |
Real Estate | - | 8.38 |
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