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)	₹6606 Cr	₹787 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	2.33
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	-4.24%	-4.65%
6 Month	-1.75%	1.6%
1 Year	15.94%	13.54%
3 Year	13.19%	11.1%
5 Year	16.64%	14.81%

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
6 Month	-	-
1 Year	7.17%	8.61%
3 Year	16.63%	15.9%
5 Year	17.94%	16.47%

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Year	11.72%	7.63%
3 Year	12.54%	13.57%
5 Year	12.51%	10.01%

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	26.15	24.18
Large Cap	39.58	44.05
Small Cap	10.97	19.84
Mid Cap	22.74	11.93

Scheme Name	Kotak Equity Hybrid - Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Others	26.15	24.18
Petroleum Products	1.96	2.77
IT - Software	13.69	9.33
Capital Markets	1.06	0.96
Personal Products	1.81	-
Construction	3.33	1.69
Finance	5.7	6.61
Diversified FMCG	0.6	-
Banks	6.91	9.77
Pharmaceuticals & Biotechnology	4.48	3.23
Healthcare Services	1.97	3.09
Cement & Cement Products	2.03	0.95
Realty	1.58	0.71
Automobiles	0.91	2.79
Gas	0.91	-
Electrical Equipment	2.09	3.67
Fertilizers & Agrochemicals	0.59	-
Industrial Products	3.16	1.12
Consumer Durables	2.57	4.1
Transport Services	0.78	1.08
Aerospace & Defense	0.67	0.5
Oil	0.79	-
Chemicals & Petrochemicals	3.62	1.98
Telecom - Services	3.61	3.11
Auto Components	3.17	1.98
Power	2.57	2.29
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.04	0.45
Beverages	1.32	3.08
Retailing	-	3.98
Textiles & Apparels	-	0.51
Paper, Forest & Jute Products	-	0.91
Industrial Manufacturing	-	1.74
Diversified Metals	-	0.78
Ferrous Metals	-	1.08
Financial Technology (Fintech)	-	1.56