BANDHAN Focused Equity Fund vs Kotak Focused Equity Fund compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon BANDHAN Focused 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 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) ₹3505 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 1.88 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 -3.51% -6.96%
6 Month -7.06% 4.41%
1 Year 11.71% 19.78%
3 Year 11.71% 15.07%
5 Year 16.03% 16.22%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option BANDHAN Focused Equity Fund - Regular Plan - Growth
6 Month - -
1 Year 4.52% 24.62%
3 Year 17.18% 26.58%
5 Year 18.3% 22.12%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option BANDHAN Focused Equity Fund - Regular Plan - Growth
1 Year 18.28% 11.47%
3 Year 17.7% 11.98%
5 Year 19.96% 9.53%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option BANDHAN Focused Equity Fund - Regular Plan - Growth
Standard Deviation 11.68% 12.64%
Sharp 0.97% 0.78%
Beta 0.89% 0.91%
Alpha -0.21% -0.51%

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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
Fund Manage 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 1.58 0.89
Large Cap 80.41 50.17
Mid Cap 11.56 25.37
Small Cap 6.63 23.55

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

BANDHAN Focused Equity Fund - Regular Plan - Growth

Others 1.58 0.89
Petroleum Products 3.87 4.67
IT - Software 11.77 10.75
Personal Products 4.86 -
Construction 2.73 -
Banks 19.34 17.05
Pharmaceuticals & Biotechnology 4.71 3.49
Healthcare Services 3.03 2.52
Automobiles 7.77 5.37
Industrial Products 4.35 -
Gas 2.85 -
Consumer Durables 4.55 3.38
Aerospace & Defense 3.37 2.56
Retailing 6.51 13.29
Telecom - Services 4.96 -
Cement & Cement Products 2.94 -
Chemicals & Petrochemicals 1.51 -
Finance 3.86 3.87
Power 4 -
Auto Components 1.62 -
Leisure Services - 2.01
Industrial Manufacturing - 2.67
Engineering Services - 3.07
Beverages - 1.95
Realty - 3.9
Electrical Equipment - 5.51
Food Products - 2.49
Financial Technology (Fintech) - 3.17
Other Utilities - 3.61
Capital Markets - 3.76

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