Kotak Focused Equity Fund vs BANDHAN Focused Equity Fund compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon BANDHAN Focused 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 Focused Equity Fund- Regular plan _ Growth Option BANDHAN Focused Equity Fund - Regular Plan - Growth
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option BANDHAN Focused Equity Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3530 Cr ₹1641 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jul 2019 16 Mar 2006
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 21.79% 87%
Expense Ratio 1.88 2.11
Manager Arjun Khanna Ritika Behera
ISIN Code INF174KA1EK3 INF194K01466
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 Focused Equity Fund- Regular plan _ Growth Option BANDHAN Focused Equity Fund - Regular Plan - Growth
1 Month 1.07% 7.53%
6 Month 20.62% 21.53%
1 Year 38.82% 43.8%
3 Year 17.56% 18.79%
5 Year 20.1% 20.7%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option BANDHAN Focused Equity Fund - Regular Plan - Growth
6 Month - -
1 Year 16.78% 15.22%
3 Year 34.49% 34.28%
5 Year 66.61% 59.48%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option BANDHAN Focused Equity Fund - Regular Plan - Growth
1 Year 21.18% 19.04%
3 Year 50.95% 46.06%
5 Year 73.26% 68%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option BANDHAN Focused Equity Fund - Regular Plan - Growth
Standard Deviation 11.68% 12.64%
Sharp 0.97% 0.78%
Beta 0.89% 0.91%
Alpha -0.21% -0.51%

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Fund Managers

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option BANDHAN Focused Equity Fund - Regular Plan - Growth
Name Arjun Khanna Ritika Behera
Total AUM ₹169639 Cr ₹43013 Cr
Fund Manage 24 19
Kotak Focused Equity Fund- Regular plan _ Growth Option BANDHAN Focused Equity Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

BANDHAN Focused Equity Fund - Regular Plan - Growth

Others 1.33 5.59
Large Cap 81.84 51.8
Mid Cap 11.93 25.14
Small Cap 4.58 17.59

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

BANDHAN Focused Equity Fund - Regular Plan - Growth

Others 1.33 5.59
Petroleum Products 4.19 5.84
IT - Software 9.65 5.74
Personal Products 5.27 -
Construction 3.11 -
Banks 18.39 18.29
Pharmaceuticals and Biotechnology 4.19 -
Healthcare Services 2.33 1.85
Industrial Products 4.07 -
Gas 3.29 -
Automobiles 8.66 5.93
Consumer Durables 4.86 3.06
Aerospace and Defense 3.99 -
Telecom - Services 3.36 -
Auto Components 5.47 -
Cement and Cement Products 3.02 -
Chemicals and Petrochemicals 1.51 -
Beverages 0.97 2
Finance 3.69 6.76
Power 4.72 -
Retailing 3.61 12.45
Leisure Services - 2.37
Industrial Manufacturing - 2.8
Engineering Services - 2.37
Aerospace & Defense - 2.78
Realty - 4.9
Electrical Equipment - 5.9
Food Products - 2.28
Financial Technology (Fintech) - 3.15
Pharmaceuticals & Biotechnology - 2.97
Capital Markets - 3.09

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