BANDHAN Focused Equity Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
BANDHAN Focused Equity Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3349 Cr | ₹1746 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Jul 2019 | 16 Mar 2006 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 21.79% | 87% |
Expense Ratio | 1.9 | 2.09 |
Manager | Arjun Khanna | Ritika Behera |
ISIN Code | INF174KA1EK3 | INF194K01466 |
Exits Load | Kotak Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Focused 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 Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
1 Month | 6.47% | 7.27% |
6 Month | -7.21% | -7.98% |
1 Year | 8.39% | 13.7% |
3 Year | 12.14% | 14.59% |
5 Year | 21.82% | 21.71% |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
6 Month | -3.87% | -6.67% |
1 Year | -12.19% | -9.77% |
3 Year | 10.79% | 14.88% |
5 Year | 13.35% | 14.52% |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.28% | 11.87% |
3 Year | 17.37% | 12.11% |
5 Year | 18.3% | 9.62% |
Risk Management
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.295% | 15.285% |
Sharp | 0.368% | 0.477% |
Beta | 0.898% | 0.931% |
Alpha | -1.119% | 1.046% |
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Fund Managers
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Ritika Behera |
Total AUM | ₹169639 Cr | ₹43013 Cr |
Funds Managed | 24 | 19 |
Kotak Focused Equity Fund- Regular plan _ Growth Option | BANDHAN Focused Equity Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 4.22 | 13.32 |
Large Cap | 75.43 | 49.65 |
Mid Cap | 12.09 | 23.23 |
Small Cap | 8.26 | 13.8 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
BANDHAN Focused Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 1.27 | 13.32 |
Energy | 3.85 | 4.26 |
Technology | 13.03 | 11.9 |
Industrials | 19.62 | 5.15 |
Financial Services | 24.56 | 25.37 |
Healthcare | 7.2 | 8.41 |
Consumer Cyclical | 13.45 | 11.11 |
Consumer Defensive | 2.32 | 3.47 |
Utilities | 6.27 | 5.75 |
Communication Services | 5.24 | 3.74 |
Basic Materials | 3.19 | - |
Real Estate | - | 7.52 |
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