BANDHAN Equity Savings Fund - Regular Plan - Growth
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹355 Cr | ₹936 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Jun 2008 | 14 Aug 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
| Turn Over | 22% | 34.8% |
| Expense Ratio | 1.1 | 2.26 |
| Manager | Harshal Joshi | Hardik Shah |
| ISIN Code | INF194K01581 | INF846K01VO3 |
| Exits Load | Bandhan Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.56% | 1.2% |
| 6 Month | 3.12% | 5.05% |
| 1 Year | 5.9% | 5.54% |
| 3 Year | 7.62% | 9.95% |
| 5 Year | 7.83% | 9.72% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.24% | 1.94% |
| 1 Year | 6.06% | 7.72% |
| 3 Year | 7.25% | 9.34% |
| 5 Year | 7.05% | 8.9% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.84% | 8.42% |
| 3 Year | 7.1% | 8.8% |
| 5 Year | 6.95% | 9.12% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.08% | 5.09% |
| Sharp | 0.43% | 0.61% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harshal Joshi | Hardik Shah |
| Total AUM | ₹42965 Cr | ₹0 Cr |
| Funds Managed | 20 | 12 |
| BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.79 | 34.21 |
| Large Cap | 60.94 | 53.1 |
| Mid Cap | 2.91 | 6.72 |
| Small Cap | 2.36 | 5.98 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.72 | 31.66 |
| Energy | 3.51 | 8.86 |
| Technology | 4.08 | 4.49 |
| Consumer Defensive | 7.28 | 2.95 |
| Industrials | 2.86 | 6.86 |
| Basic Materials | 8.87 | 4.98 |
| Financial Services | 23.84 | 22.39 |
| Healthcare | 4.45 | 6.29 |
| Consumer Cyclical | 8.25 | 6.7 |
| Utilities | 1.94 | 1.34 |
| Communication Services | 1.2 | 2.63 |
| Real Estate | - | 0.85 |
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