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) | ₹324 Cr | ₹945 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 | 0.37% | 0.18% |
6 Month | 3.57% | 5.08% |
1 Year | 5.63% | 3.75% |
3 Year | 7.49% | 9.39% |
5 Year | 8.06% | 10.51% |
SIP Return Analysis
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.6% | 1.64% |
1 Year | 6.06% | 4.2% |
3 Year | 7.63% | 9.17% |
5 Year | 7.32% | 8.87% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.91% | 8.63% |
3 Year | 7.05% | 8.73% |
5 Year | 6.92% | 9.04% |
Risk Management
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.18% | 5.25% |
Sharp | 0.47% | 0.59% |
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 | 33.41 | 34.05 |
Large Cap | 60.99 | 53.77 |
Mid Cap | 3.05 | 6.62 |
Small Cap | 2.55 | 5.56 |
Sector Allocation
Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.35 | 32.06 |
Energy | 3.91 | 9.07 |
Technology | 6.87 | 6.56 |
Consumer Defensive | 6.96 | 2.97 |
Industrials | 3.12 | 5.2 |
Basic Materials | 8.85 | 5.02 |
Financial Services | 21.28 | 23.24 |
Healthcare | 4.91 | 6.2 |
Consumer Cyclical | 7.78 | 5 |
Utilities | 2.17 | 1.33 |
Communication Services | 0.79 | 2.96 |
Real Estate | - | 0.39 |
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