Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Equity Opportunities Fund vs BANDHAN Core Equity Fund compare

Link copied to clipboard!

tortoise-icon Kotak Equity Opportunities Fund - Growth

Invest Now

tortoise-icon BANDHAN Core 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 Opportunities Fund - Growth BANDHAN Core Equity Fund - Regular Plan - Growth
Fund Kotak Equity Opportunities Fund - Growth BANDHAN Core Equity Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹24534 Cr ₹7574 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 09 Sep 2004 09 Aug 2005
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 14.92% 71%
Expense Ratio 1.61 1.78
Manager Harsha Upadhyaya Manish Gunwani
ISIN Code INF174K01187 INF194K01524
Exits Load Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Bandhan Core Equity 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 Equity Opportunities Fund - Growth BANDHAN Core Equity Fund - Regular Plan - Growth
1 Month -4.14% -3.41%
6 Month -12.04% -11.63%
1 Year 6.97% 9.73%
3 Year 16.22% 20.67%
5 Year 17.43% 19.86%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth BANDHAN Core Equity Fund - Regular Plan - Growth
6 Month - -
1 Year -10.86% -6.09%
3 Year 15.27% 21.68%
5 Year 18.54% 23.15%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth BANDHAN Core Equity Fund - Regular Plan - Growth
1 Year 16.98% 14.23%
3 Year 15.39% 11.91%
5 Year 14.87% 10.96%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth BANDHAN Core Equity Fund - Regular Plan - Growth
Standard Deviation 13.326% 14.402%
Sharp 0.783% 0.958%
Beta 0.915% 0.982%
Alpha 3.302% 6.113%

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

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

BANDHAN Core Equity Fund - Regular Plan - Growth

Others 2.23 5.19
Large Cap 55.98 40.86
Mid Cap 36.35 36.64
Small Cap 5.48 17.1

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

BANDHAN Core Equity Fund - Regular Plan - Growth

Others 2.23 5.19
Telecom - Services 1.58 2.26
Petroleum Products 5 4.44
Finance 2.42 6.32
IT - Software 9.1 8.05
Construction 3.49 2.71
Banks 17.09 13.07
Diversified FMCG 0.91 2.02
Pharmaceuticals & Biotechnology 8.04 7.28
Non - Ferrous Metals 0.6 -
Healthcare Services 0.57 2.86
Chemicals & Petrochemicals 4.78 1.6
Realty 1.26 2.84
Electrical Equipment 3.11 2.33
Gas 4.63 -
Automobiles 2.6 1.1
Fertilizers & Agrochemicals 2 0.63
Agricultural, Commercial & Construction Vehicles 1.78 -
Industrial Products 1.54 1.55
Consumer Durables 2.96 1.75
Aerospace & Defense 3.66 0.79
Auto Components 6.2 3.46
Cement & Cement Products 3.32 0.84
Capital Markets 1.54 1.68
Entertainment 0.72 0.52
Industrial Manufacturing 0.68 0.68
Ferrous Metals 1.91 0.89
Power 1.54 2.08
Retailing 3.8 4.62
Beverages 0.98 2.14
Textiles & Apparels - 1.29
Transport Services - 2.82
Insurance - 2.21
Diversified Metals - 1.26
Agricultural Food & other Products - 1.24
Oil - 0.77
Commercial Services & Supplies - 0.83
Financial Technology (Fintech) - 2.07
Diversified - 0.98
Minerals & Mining - 1.85
Leisure Services - 0.77

Top Comparisons

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.41%

VS

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6.23%

Compare Now

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns7.07%

VS

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns6.25%

Compare Now

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns7.95%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns11.77%

Compare Now

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns13.85%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns17.74%

Compare Now
Add to Cart Successfully