BANDHAN Core Equity Fund vs Kotak Equity Opportunities Fund compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon BANDHAN Core Equity 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 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) ₹25034 Cr ₹6917 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 1.59 1.79
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 Equity Opportunities Fund - Growth BANDHAN Core Equity Fund - Regular Plan - Growth
1 Month -5.97% -5.16%
6 Month -5.84% -4.16%
1 Year 15.33% 17.84%
3 Year 16.46% 20.4%
5 Year 18.73% 21.18%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth BANDHAN Core Equity Fund - Regular Plan - Growth
6 Month - -
1 Year 1.74% 5.45%
3 Year 19.99% 25.95%
5 Year 21.22% 25.44%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth BANDHAN Core Equity Fund - Regular Plan - Growth
1 Year 16.73% 13.81%
3 Year 15.24% 11.75%
5 Year 14.7% 10.81%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

BANDHAN Core Equity Fund - Regular Plan - Growth

Others 2.23 5.19
Large Cap 55.98 40.86
Mid Cap 36.35 36.64
Small Cap 5.48 17.1

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

BANDHAN Core Equity Fund - Regular Plan - Growth

Others 2.23 5.19
Telecom - Services 1.58 2.26
Petroleum Products 5 4.44
Finance 2.42 6.32
IT - Software 9.1 8.05
Construction 3.49 2.71
Banks 17.09 13.07
Diversified FMCG 0.91 2.02
Pharmaceuticals & Biotechnology 8.04 7.28
Non - Ferrous Metals 0.6 -
Healthcare Services 0.57 2.86
Chemicals & Petrochemicals 4.78 1.6
Realty 1.26 2.84
Electrical Equipment 3.11 2.33
Gas 4.63 -
Automobiles 2.6 1.1
Fertilizers & Agrochemicals 2 0.63
Agricultural, Commercial & Construction Vehicles 1.78 -
Industrial Products 1.54 1.55
Consumer Durables 2.96 1.75
Aerospace & Defense 3.66 0.79
Auto Components 6.2 3.46
Cement & Cement Products 3.32 0.84
Capital Markets 1.54 1.68
Entertainment 0.72 0.52
Industrial Manufacturing 0.68 0.68
Ferrous Metals 1.91 0.89
Power 1.54 2.08
Retailing 3.8 4.62
Beverages 0.98 2.14
Textiles & Apparels - 1.29
Transport Services - 2.82
Insurance - 2.21
Diversified Metals - 1.26
Agricultural Food & other Products - 1.24
Oil - 0.77
Commercial Services & Supplies - 0.83
Financial Technology (Fintech) - 2.07
Diversified - 0.98
Minerals & Mining - 1.85
Leisure Services - 0.77

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