BANDHAN Hybrid Equity Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
Bandhan Aggressive Hybrid Fund - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Hybrid - Growth | Bandhan Aggressive Hybrid Fund - Growth |
---|---|---|
Fund | Kotak Equity Hybrid - Growth | Bandhan Aggressive Hybrid Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹6606 Cr | ₹786 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Nov 2014 | 30 Dec 2016 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 38.8% | 44% |
Expense Ratio | 1.77 | 2.34 |
Manager | Harsha Upadhyaya | Manish Gunwani |
ISIN Code | INF174K01E92 | INF194KA1U15 |
Exits Load | Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Hybrid 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 Equity Hybrid - Growth | Bandhan Aggressive Hybrid Fund - Growth |
---|---|---|
1 Month | 5.66% | 7.48% |
6 Month | -9.55% | -6.98% |
1 Year | 10% | 11.63% |
3 Year | 12.73% | 12.33% |
5 Year | 23.01% | 21.59% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | Bandhan Aggressive Hybrid Fund - Growth |
---|---|---|
6 Month | -4.98% | -1.9% |
1 Year | -6.46% | 0.99% |
3 Year | 13.04% | 14.37% |
5 Year | 15.24% | 15.02% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | Bandhan Aggressive Hybrid Fund - Growth |
---|---|---|
1 Year | 12.18% | 8.25% |
3 Year | 13.43% | 13.52% |
5 Year | 12.72% | 10.47% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | Bandhan Aggressive Hybrid Fund - Growth |
---|---|---|
Standard Deviation | 10.787% | 11.371% |
Sharp | 0.49% | 0.403% |
Beta | 1.055% | 1.091% |
Alpha | 0.867% | 0.015% |
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Fund Managers
Scheme Name | Kotak Equity Hybrid - Growth | Bandhan Aggressive Hybrid Fund - Growth |
---|---|---|
Name | Harsha Upadhyaya | Manish Gunwani |
Total AUM | ₹139411 Cr | ₹8731 Cr |
Funds Managed | 11 | 4 |
Kotak Equity Hybrid - Growth | Bandhan Aggressive Hybrid Fund - Growth |
Market Cap
Scheme Name |
Kotak Equity Hybrid - Growth |
Bandhan Aggressive Hybrid Fund - Growth |
---|---|---|
Others | 30.4 | 27.21 |
Large Cap | 39.15 | 45.25 |
Small Cap | 8.75 | 15.83 |
Mid Cap | 21.7 | 11.71 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
Bandhan Aggressive Hybrid Fund - Growth |
---|---|---|
Others | 29.46 | 24.4 |
Energy | 2.5 | 3.52 |
Technology | 13.72 | 11.99 |
Financial Services | 13.22 | 20.15 |
Consumer Defensive | 4.53 | 2.23 |
Industrials | 8.26 | 6.29 |
Healthcare | 6.91 | 7.67 |
Basic Materials | 9.31 | 7.56 |
Real Estate | 1.37 | 0.77 |
Utilities | 3.39 | 2.44 |
Consumer Cyclical | 3.22 | 10.16 |
Communication Services | 4.12 | 2.81 |
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