Kotak Equity Opportunities Fund vs BANDHAN Core Equity Fund compare
Kotak Equity Opportunities Fund - Growth
BANDHAN Core Equity Fund - Regular Plan - Growth
Chart Comparison
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% |
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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 |
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