BANDHAN Core Equity Fund vs Kotak Equity Opportunities Fund compare

Kotak Equity Opportunities Fund - Growth

BANDHAN Core Equity Fund - Regular Plan - Growth

Overview

Scheme Name	Kotak Equity Opportunities Fund - Growth	BANDHAN Core Equity Fund - Regular Plan - Growth
Fund	Kotak Equity Opportunities Fund - Growth	BANDHAN Core Equity Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹24051 Cr	₹5350 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	05 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	1.6	1.85
Manager	Harsha Upadhyaya	Manish Gunwani
ISIN Code	INF174K01187	INF194K01524
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Kotak Equity Opportunities Fund - Growth	BANDHAN Core Equity Fund - Regular Plan - Growth
1 Month	0.51%	3.65%
6 Month	22.36%	26.24%
1 Year	42.97%	58.3%
3 Year	22.32%	27.55%
5 Year	24.45%	26.87%

Scheme Name	Kotak Equity Opportunities Fund - Growth	BANDHAN Core Equity Fund - Regular Plan - Growth
6 Month	-	-
1 Year	21.44%	22.61%
3 Year	48.52%	55.55%
5 Year	89.46%	100.13%

Scheme Name	Kotak Equity Opportunities Fund - Growth	BANDHAN Core Equity Fund - Regular Plan - Growth
1 Year	24.77%	26.71%
3 Year	65.21%	72.18%
5 Year	96.96%	108.92%

Scheme Name	Kotak Equity Opportunities Fund - Growth	BANDHAN Core Equity Fund - Regular Plan - Growth
Standard Deviation	11.87%	12.84%
Sharp	1.28%	1.39%
Beta	0.85%	0.93%
Alpha	2.07%	3.83%

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Scheme Name	Kotak Equity Opportunities Fund - Growth	BANDHAN Core Equity Fund - Regular Plan - Growth
Name	Harsha Upadhyaya	Manish Gunwani
Total AUM	₹139411 Cr	₹8731 Cr
Fund Manage	11	4
	Kotak Equity Opportunities Fund - Growth	BANDHAN Core Equity Fund - Regular Plan - Growth

Scheme Name	Kotak Equity Opportunities Fund - Growth	BANDHAN Core Equity Fund - Regular Plan - Growth
Others	1.07	3.3
Large Cap	54.46	44.47
Mid Cap	38.78	36.32
Small Cap	5.62	15.95

Scheme Name	Kotak Equity Opportunities Fund - Growth	BANDHAN Core Equity Fund - Regular Plan - Growth
Others	1	3.3
Telecom - Services	1.42	3.07
Petroleum Products	5.8	3.92
Finance	2.07	6.76
IT - Software	3.83	6.63
Construction	3.51	2.81
Banks	17.07	16.01
Diversified FMCG	0.82	2.01
Pharmaceuticals & Biotechnology	7.02	7.13
Non - Ferrous Metals	0.63	0.45
Healthcare Services	0.45	1.47
Ferrous Metals	3.24	0.8
Chemicals & Petrochemicals	5.28	0.92
Realty	1.17	2.85
Transport Services	0.52	2.26
Electrical Equipment	3.59	3.53
Gas	4.82	0.42
Automobiles	3.26	3.57
Fertilizers & Agrochemicals	1.73	0.56
Insurance	0.74	1.82
Agricultural, Commercial & Construction Vehicles	2.21	0.99
Industrial Products	2.99	3.09
Consumer Durables	3.44	1.39
Aerospace & Defense	4.2	-
Auto Components	8.63	4.47
Cement & Cement Products	3.53	2.01
Entertainment	0.75	0.64
Industrial Manufacturing	0.87	0.34
Power	1.31	1.72
Retailing	3.13	5.19
Beverages	0.9	0.37
IT - Services	-	0.24
Capital Markets	-	0.98
Oil	-	1.55
Commercial Services & Supplies	-	1.09
Financial Technology (Fintech)	-	1.81
Diversified	-	0.84
Minerals & Mining	-	0.68
Leisure Services	-	1.05
Textiles & Apparels	-	1.3