BANDHAN Hybrid Equity Fund vs Kotak Equity Hybrid compare

Overview

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Fund	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6042 Cr	₹728 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	25 Nov 1999	05 Dec 2016
Category	Aggressive	Aggressive
Fund Type	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	38.8%	44%
Expense Ratio	1.78	2.37
Manager	Harsha Upadhyaya	Manish Gunwani
ISIN Code	INF174K01E92	INF194KA1U15
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365	Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months./365

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Month	1.28%	3.52%
6 Month	20.55%	16.9%
1 Year	33.82%	30.52%
3 Year	17.91%	14.37%
5 Year	20.58%	17.8%

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
6 Month	-	-
1 Year	14.48%	9.62%
3 Year	31.88%	24.08%
5 Year	63.28%	50.08%

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Year	20.19%	17.27%
3 Year	49.37%	40.45%
5 Year	69.91%	55.64%

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Standard Deviation	8.13%	9.81%
Sharp	1.25%	0.76%
Beta	0.9%	1.05%
Alpha	5.28%	0.99%

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Name	Harsha Upadhyaya	Manish Gunwani
Total AUM	₹139411 Cr	₹8731 Cr
Fund Manage	11	4
	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Others	25.22	23.87
Large Cap	42.49	47.52
Small Cap	11.1	17.15
Mid Cap	20.5	11.73

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Others	25.12	21.17
Petroleum Products	2.44	3.87
IT - Software	8.07	6.09
Capital Markets	0.63	1.31
Personal Products	1.77	-
Construction	3.99	1.73
Finance	6.56	6.74
Diversified FMCG	1.34	-
Banks	8.58	9.7
Pharmaceuticals & Biotechnology	4.09	4.44
Healthcare Services	1.36	2.05
Cement & Cement Products	1.67	1.02
Realty	1.8	1.1
Automobiles	2.53	4.47
Industrial Products	3.6	0.57
Gas	1.09	-
Electrical Equipment	0.88	3.92
Fertilizers & Agrochemicals	0.62	0.66
Consumer Durables	3.31	4.76
Transport Services	0.83	1.56
Aerospace & Defense	0.79	1.12
Oil	1.56	0.47
Auto Components	6.39	3.02
Chemicals & Petrochemicals	2.15	0.96
Telecom - Services	3.06	4.83
Power	2.47	2.75
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	0.97	-
Beverages	1.27	2.11
Retailing	-	3.89
Non - Ferrous Metals	-	0.48
Paper, Forest & Jute Products	-	0.72
Industrial Manufacturing	-	2.25
Entertainment	-	0.4
Ferrous Metals	-	1.43
Leisure Services	-	0.68