BANDHAN Equity Savings Fund vs Kotak Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon Kotak Equity Savings Fund - Regular - Growth

Invest Now

tortoise-icon BANDHAN Equity Savings Fund - Regular Plan - Growth

Invest Now

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 1.43% 0.3%
6 Month 9.71% 5.25%
1 Year 21.04% 10.56%
3 Year 13% 6.99%
5 Year 12.28% 8.51%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 9.08% 4.73%
3 Year 22.75% 12.47%
5 Year 37.57% 22.66%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth
1 Year 11.35% 8.09%
3 Year 28.85% 18.5%
5 Year 38.62% 23.81%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns5.7%

VS

Tata Ultra Short Term Fund-Regular Plan-Growth Tata Ultra Short Term Fund-Regular Plan-Growth

3Y Returns5.38%

Compare Now

KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

DSP Nifty Bank Index Fund - Regular (G) DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

BANDHAN Flexi Cap Fund - Regular Plan - Growth BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns17.64%

VS

UTI - Flexi Cap Fund-Growth Option UTI - Flexi Cap Fund-Growth Option

3Y Returns5.83%

Compare Now

Franklin India Savings Fund - Growth Option Franklin India Savings Fund - Growth Option

3Y Returns5.96%

VS

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns5.25%

Compare Now
Request call back
Add to Cart Successfully