BANDHAN Hybrid Equity Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon BANDHAN Hybrid 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 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) ₹6509 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 1.77 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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Month -3.99% -4.11%
6 Month 8.84% 9.97%
1 Year 26.39% 24.12%
3 Year 13.86% 11.79%
5 Year 17.79% 15.7%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth BANDHAN Hybrid Equity Fund-Regular Plan Growth
6 Month - -
1 Year 22.94% 21.18%
3 Year 20.62% 18.76%
5 Year 20.36% 18.23%

Rolling Lumpsum Returns

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%

Risk Management

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%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

BANDHAN Hybrid Equity Fund-Regular Plan Growth

Others 26.45 23.87
Large Cap 40.68 47.52
Small Cap 10.92 17.15
Mid Cap 21.53 11.73

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

BANDHAN Hybrid Equity Fund-Regular Plan Growth

Others 26.45 21.17
Petroleum Products 2.17 3.87
IT - Software 12.64 6.09
Capital Markets 0.87 1.31
Personal Products 1.98 -
Construction 3.36 1.73
Finance 5.82 6.74
Diversified FMCG 0.69 -
Banks 6.76 9.7
Pharmaceuticals & Biotechnology 4.51 4.44
Healthcare Services 1.91 2.05
Cement & Cement Products 2.12 1.02
Realty 1.58 1.1
Automobiles 1.02 4.47
Industrial Products 3.18 0.57
Gas 1.07 -
Electrical Equipment 1.17 3.92
Fertilizers & Agrochemicals 0.59 0.66
Consumer Durables 2.79 4.76
Transport Services 0.77 1.56
Aerospace & Defense 0.66 1.12
Oil 0.96 0.47
Chemicals & Petrochemicals 3.45 0.96
Auto Components 4.1 3.02
Telecom - Services 3.26 4.83
Power 2.74 2.75
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 1.16 -
Beverages 1.43 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

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