BANDHAN Hybrid Equity Fund vs Kotak Equity Hybrid compare

Link copied to clipboard!

Kotak Equity Hybrid - Growth

Invest Now

BANDHAN Hybrid Equity 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 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 Risk
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

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Month	-4.28%	-3.15%
6 Month	-8.28%	-6.12%
1 Year	9.19%	7.82%
3 Year	12.5%	11.26%
5 Year	15.47%	13.81%

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
6 Month	-	-
1 Year	-4.81%	-2.4%
3 Year	12.54%	12.18%
5 Year	15.55%	14.28%

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Year	12.18%	8.25%
3 Year	13.43%	13.52%
5 Year	12.72%	10.47%

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Standard Deviation	9.765%	11.148%
Sharp	0.713%	0.459%
Beta	0.998%	1.103%
Alpha	1.811%	-0.567%

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

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	26.15	23.29
Large Cap	39.58	40.78
Small Cap	10.97	20.21
Mid Cap	22.74	15.72

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Others	26.15	23.29
Petroleum Products	1.96	2.56
IT - Software	13.69	8.84
Capital Markets	1.06	0.8
Personal Products	1.81	-
Construction	3.33	1.61
Finance	5.7	6.05
Diversified FMCG	0.6	-
Banks	6.91	9.91
Pharmaceuticals & Biotechnology	4.48	4.33
Healthcare Services	1.97	2.97
Cement & Cement Products	2.03	1.12
Realty	1.58	0.75
Automobiles	0.91	2.81
Gas	0.91	-
Electrical Equipment	2.09	3.22
Fertilizers & Agrochemicals	0.59	-
Industrial Products	3.16	1.31
Consumer Durables	2.57	5.18
Transport Services	0.78	2.16
Aerospace & Defense	0.67	0.51
Oil	0.79	-
Chemicals & Petrochemicals	3.62	1.99
Telecom - Services	3.61	2.86
Auto Components	3.17	1.51
Power	2.57	2
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.04	0.43
Beverages	1.32	3.43
Retailing	-	3.9
Textiles & Apparels	-	0.7
Paper, Forest & Jute Products	-	0.77
Industrial Manufacturing	-	1.08
Diversified Metals	-	0.73
Ferrous Metals	-	1.06
Financial Technology (Fintech)	-	2.12