Kotak Focused Equity Fund vs BANDHAN Focused Equity Fund compare

Kotak Focused Equity Fund vs BANDHAN Focused Equity Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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Bandhan Focused Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3972 Cr	₹2059 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	-0.6%	-2.16%
6 Month	5.94%	-4.08%
1 Year	17.2%	3.86%
3 Year	18.08%	19.15%
5 Year	16.7%	14.12%

SIP Return Analysis

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Bandhan Focused Fund - Regular Plan - Growth
6 Month	3.42%	-0.36%
1 Year	19.81%	6.56%
3 Year	15.87%	13.23%
5 Year	15.18%	14.07%

Rolling Lumpsum Returns

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Bandhan Focused Fund - Regular Plan - Growth
1 Year	12.61%	11.17%
3 Year	17%	12.49%
5 Year	19.71%	10.12%

Risk Management

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Bandhan Focused Fund - Regular Plan - Growth
Standard Deviation	11.83%	13.94%
Sharp	0.87%	0.86%
Beta	0.90%	0.93%
Alpha	1.63%	2.98%

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	10.01	0.71
Large Cap	70.67	49.04
Mid Cap	19.31	15.15
Small Cap	-	35.1

Sector Allocation

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Bandhan Focused Fund - Regular Plan - Growth
Others	1.39	0.71
Energy	3.79	2.72
Technology	9.54	8.42
Industrials	20.21	3.79
Financial Services	29.76	33.99
Healthcare	5.71	15.47
Consumer Defensive	2.14	16.65
Consumer Cyclical	15.77	4.35
Communication Services	5.72	2.35
Basic Materials	3.01	2.68
Utilities	2.96	1.99
Real Estate	-	6.88

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