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) | ₹375 Cr | ₹931 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 | 0.22% | -0.26% |
| 6 Month | 2.53% | 2.71% |
| 1 Year | 6.24% | 5.62% |
| 3 Year | 7.88% | 10.31% |
| 5 Year | 7.3% | 8.84% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.38% | 1.85% |
| 1 Year | 5.99% | 7.81% |
| 3 Year | 7.16% | 9% |
| 5 Year | 7.08% | 8.84% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.83% | 8.38% |
| 3 Year | 7.11% | 8.83% |
| 5 Year | 6.96% | 9.14% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.08% | 5.08% |
| Sharp | 0.41% | 0.58% |
| 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 | 33.94 | 30.77 |
| Large Cap | 60.05 | 54.89 |
| Mid Cap | 3.13 | 6.92 |
| Small Cap | 2.89 | 7.42 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.94 | 28.16 |
| Energy | 3.87 | 10.23 |
| Technology | 3.87 | 3.38 |
| Consumer Defensive | 6.14 | 2.86 |
| Industrials | 3.95 | 6.92 |
| Basic Materials | 8.67 | 4.95 |
| Financial Services | 24.98 | 24.21 |
| Healthcare | 4.71 | 6.18 |
| Consumer Cyclical | 7.39 | 7.92 |
| Utilities | 1.19 | 0.78 |
| Communication Services | 1.28 | 2.99 |
| Real Estate | - | 1.4 |
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