Bandhan Midcap Fund Regular vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Bandhan Midcap Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹49092 Cr | ₹1491 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Mar 2007 | 18 Aug 2022 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 2.88% | % |
Expense Ratio | 1.44 | 2.1 |
Manager | Harsha Upadhyaya | Harshal Joshi |
ISIN Code | INF174K01DS9 | INF194KB1DM6 |
Exits Load | Kotak Emerging Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Midcap 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 Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
---|---|---|
1 Month | -7.28% | -8.3% |
6 Month | -12.83% | -15.12% |
1 Year | 12.85% | 9.08% |
3 Year | 18.45% | - |
5 Year | 21.36% | - |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | -10.57% | -15.41% |
3 Year | 16.64% | - |
5 Year | 21.36% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
---|---|---|
1 Year | 13.66% | 40.39% |
3 Year | 19.04% | - |
5 Year | 17.67% | - |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.541% | - |
Sharp | 0.873% | - |
Beta | 0.826% | - |
Alpha | 0.234% | - |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
---|---|---|
Name | Harsha Upadhyaya | Harshal Joshi |
Total AUM | ₹139411 Cr | ₹42965 Cr |
Fund Manage | 11 | 20 |
Kotak Emerging Equity Scheme - Growth | Bandhan Midcap Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Bandhan Midcap Fund Regular - Growth |
---|---|---|
Others | 3.71 | 3.19 |
Small Cap | 14.15 | 16.63 |
Large Cap | 10.8 | 13.66 |
Mid Cap | 71.14 | 66.52 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Bandhan Midcap Fund Regular - Growth |
---|---|---|
Others | 3.71 | 3.19 |
Capital Markets | 1.15 | 0.47 |
Finance | 4.97 | 2.77 |
Banks | 3.46 | 2.95 |
Healthcare Services | 4.49 | 2.11 |
IT - Software | 15.17 | 5.98 |
Realty | 3.11 | 3.27 |
Petroleum Products | 0.61 | - |
Chemicals & Petrochemicals | 5.66 | 2.77 |
Electrical Equipment | 2.63 | 8.04 |
Fertilizers & Agrochemicals | 4.88 | 1.85 |
Insurance | 2.76 | - |
Industrial Products | 7.32 | 12.57 |
Consumer Durables | 10.86 | 6.82 |
Construction | 1.01 | - |
Aerospace & Defense | 1.83 | 1.55 |
Oil | 1.42 | 1.45 |
Auto Components | 11.37 | 10.22 |
Cement & Cement Products | 3.3 | 0.91 |
Telecom - Services | 2.03 | 3.26 |
Pharmaceuticals & Biotechnology | 5.6 | 4.05 |
Personal Products | 1.61 | 0.44 |
Industrial Manufacturing | 0.3 | 1.9 |
Textiles & Apparels | 0.55 | 0.23 |
Retailing | - | 6.93 |
Leisure Services | - | 2.87 |
Automobiles | - | 3.33 |
IT - Services | - | 1.74 |
Beverages | - | 1.32 |
Ferrous Metals | - | 0.92 |
Household Products | - | 0.28 |
Financial Technology (Fintech) | - | 2.02 |
Diversified | - | 0.83 |
Food Products | - | 0.15 |
Commercial Services & Supplies | - | 0.7 |
Power | - | 2.11 |
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