BANDHAN Equity Savings Fund vs Kotak Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon BANDHAN Equity Savings 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 Savings Fund - Regular - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth
Fund Kotak Equity Savings Fund - Regular - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Low to Moderate
Asset Size (Cr) ₹7089 Cr ₹128 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 11 Oct 2014 09 Jun 2008
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark NIFTY Equity Savings TRI CRISIL Equity Saving
Turn Over 492.24% 22%
Expense Ratio 1.79 1.37
Manager Abhishek Bisen Harshal Joshi
ISIN Code INF174K01C78 INF194K01581
Exits Load Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365 Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth
1 Month -2.16% -0.16%
6 Month 3.61% 4%
1 Year 14.63% 9.55%
3 Year 10.31% 6.49%
5 Year 10.77% 7.95%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 10.58% 7.87%
3 Year 13.11% 8.2%
5 Year 12.39% 8.19%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth
1 Year 8.66% 6.86%
3 Year 8.72% 7.06%
5 Year 8.63% 6.86%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth
Standard Deviation 3.82% 2.76%
Sharp 1.46% 0.25%
Beta 0.7% 0.55%
Alpha 3.58% -1.08%

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Fund Managers

Scheme Name Kotak Equity Savings Fund - Regular - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth
Name Abhishek Bisen Harshal Joshi
Total AUM ₹0 Cr ₹42965 Cr
Fund Manage 33 20
Kotak Equity Savings Fund - Regular - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

BANDHAN Equity Savings Fund - Regular Plan - Growth

Others 29.09 29.7
Large Cap 21.05 64.94
Mid Cap 5.33 5.36
Small Cap 7.64 -

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

BANDHAN Equity Savings Fund - Regular Plan - Growth

Others 27.44 52.61
Telecom - Services 0.85 -
Petroleum Products 1.39 -
IT - Software 3.49 -
Pharmaceuticals & Biotechnology 0.51 -
Cement & Cement Products -0.01 -
Personal Products 1.16 -
Construction 1 0.89
Ferrous Metals 0 -
Finance 1.51 -
Banks 3.39 -
Retailing 2.59 -
Diversified FMCG 2.24 -
Non - Ferrous Metals -0.01 -
Leisure Services 1.3 -
Aerospace & Defense 0 -
Realty 0 -
Other Electrical Equipment 0.05 -
Insurance 1.27 0.26
Automobiles 3.72 -
Gas 2.17 -
Consumer Durables 1.93 -
Diversified Metals 0 -
Oil -0.01 -
Power 2.02 -
Entertainment 0.45 -
Electrical Equipment 0 -
Metals & Minerals Trading -0.01 -
Healthcare Services 0.26 -
Minerals & Mining 0 -
Fertilizers & Agrochemicals 0 -
Transport Services 0.74 -
Transport Infrastructure -0.02 -
Capital Markets 1.05 -
Auto Components 0.82 -
Textiles & Apparels 0.25 -
Beverages 0.99 -
Industrial Manufacturing 0.58 -
Technology - 2.6
Services - 0.42
Financial - 19.33
Metals & Mining - 0.7
Energy - 3.16
Automobile - 1.7
Healthcare - 0.87
Consumer Staples - 1.73
Chemicals - -0.02
Sovereign - 5.95
Materials - 0.97
Consumer Discretionary - 0.3
Communication - 0.75
Unclassified - 7.78

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