BANDHAN Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
BANDHAN Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 Risk | Low to Moderate Risk |
Asset Size (Cr) | ₹8177 Cr | ₹265 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Oct 2014 | 09 Jun 2008 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
Turn Over | 492.24% | 22% |
Expense Ratio | 1.76 | 1.1 |
Manager | Abhishek Bisen | Harshal Joshi |
ISIN Code | INF174K01C78 | INF194K01581 |
Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Bandhan Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.37% | 0.41% |
6 Month | -2.63% | 1.75% |
1 Year | 5.95% | 6.91% |
3 Year | 10.23% | 6.84% |
5 Year | 10.19% | 7.63% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 0.53% | 5.39% |
3 Year | 10.01% | 7.75% |
5 Year | 10.66% | 7.87% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.74% | 6.93% |
3 Year | 8.81% | 7.01% |
5 Year | 8.68% | 6.88% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.535% | 2.742% |
Sharp | 0.86% | 0.101% |
Beta | - | - |
Alpha | - | - |
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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 | 31.03 | -24.04 |
Large Cap | 24.13 | 61.11 |
Mid Cap | 6.24 | 6.8 |
Small Cap | 8.75 | - |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.03 | -24.04 |
Telecom - Services | 0.79 | 2.89 |
Petroleum Products | 1.32 | 3.63 |
IT - Software | 4.02 | 7.91 |
Pharmaceuticals & Biotechnology | 0 | 4.9 |
Cement & Cement Products | -0.01 | 2.31 |
Personal Products | 0.9 | 1.53 |
Construction | 0.95 | 3.6 |
Ferrous Metals | 0 | 1.13 |
Finance | 1.88 | 3.87 |
Banks | 5.45 | 19.93 |
Retailing | 2.51 | - |
Diversified FMCG | 2.33 | 2.66 |
Non - Ferrous Metals | -0.01 | - |
Leisure Services | 1.32 | - |
Aerospace & Defense | -0.01 | - |
Chemicals & Petrochemicals | 0.74 | 2.29 |
Realty | -0.01 | - |
Insurance | 1 | 0.76 |
Automobiles | 6.26 | 4.97 |
Gas | 1.71 | - |
Consumer Durables | 1.5 | 0.72 |
Diversified Metals | -0.0099999999999998 | - |
Oil | -0.01 | - |
Power | 2.03 | 2.7 |
Electrical Equipment | 0.14 | - |
Metals & Minerals Trading | -0.01 | - |
Entertainment | 0.47 | - |
Healthcare Services | 0.21 | 0.43 |
Capital Markets | 1.2 | - |
Minerals & Mining | 0 | - |
Fertilizers & Agrochemicals | 0 | - |
Transport Services | 0.45 | 0.28 |
Transport Infrastructure | -0.02 | - |
Auto Components | 0.46 | 0.35 |
Beverages | 1.11 | - |
Industrial Manufacturing | 0.46 | - |
Agricultural Food & other Products | - | 0.29 |
Food Products | - | 0.76 |
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