Kotak Equity Opportunities Fund vs BANDHAN Core Equity Fund compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon BANDHAN Core 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 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 Very High
Asset Size (Cr) ₹25288 Cr ₹5350 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 1.59 1.85
Manager Harsha Upadhyaya Manish Gunwani
ISIN Code INF174K01187 INF194K01524
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth BANDHAN Core Equity Fund - Regular Plan - Growth
1 Month -6.63% -6.77%
6 Month 3.02% 6.84%
1 Year 30.43% 36.31%
3 Year 17.81% 21.09%
5 Year 20.66% 22.53%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth BANDHAN Core Equity Fund - Regular Plan - Growth
6 Month - -
1 Year 22.99% 25.55%
3 Year 26.04% 31.17%
5 Year 24.66% 28.28%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth BANDHAN Core Equity Fund - Regular Plan - Growth
1 Year 16.73% 13.81%
3 Year 15.24% 11.75%
5 Year 14.7% 10.81%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth BANDHAN Core Equity Fund - Regular Plan - Growth
Standard Deviation 11.87% 12.84%
Sharp 1.28% 1.39%
Beta 0.85% 0.93%
Alpha 2.07% 3.83%

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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 1.8 3.3
Large Cap 56.41 44.47
Mid Cap 36.67 36.32
Small Cap 5.41 15.95

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

BANDHAN Core Equity Fund - Regular Plan - Growth

Others 1.8 3.3
Telecom - Services 1.54 3.07
Petroleum Products 5.47 3.92
Finance 2.28 6.76
IT - Software 8.08 6.63
Construction 3.44 2.81
Banks 16.27 16.01
Diversified FMCG 1.02 2.01
Pharmaceuticals & Biotechnology 7.92 7.13
Non - Ferrous Metals 0.64 0.45
Healthcare Services 0.54 1.47
Ferrous Metals 2.81 0.8
Chemicals & Petrochemicals 4.93 0.92
Realty 1.16 2.85
Electrical Equipment 3.13 3.53
Gas 5.09 0.42
Automobiles 2.89 3.57
Fertilizers & Agrochemicals 1.92 0.56
Agricultural, Commercial & Construction Vehicles 1.9 0.99
Industrial Products 1.63 3.09
Consumer Durables 3.31 1.39
Aerospace & Defense 3.53 -
Auto Components 6.54 4.47
Cement & Cement Products 3.37 2.01
Capital Markets 1.08 0.98
Entertainment 0.76 0.64
Industrial Manufacturing 0.69 0.34
Power 1.48 1.72
Retailing 4.04 5.19
Beverages 1.03 0.37
IT - Services - 0.24
Transport Services - 2.26
Insurance - 1.82
Oil - 1.55
Commercial Services & Supplies - 1.09
Financial Technology (Fintech) - 1.81
Diversified - 0.84
Minerals & Mining - 0.68
Leisure Services - 1.05
Textiles & Apparels - 1.3

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