BANDHAN Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | BANDHAN Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹356 Cr | ₹270 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Jun 2008 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
| Turn Over | 22% | 486% |
| Expense Ratio | 1.1 | 2.48 |
| Manager | Harshal Joshi | Miten Vora |
| ISIN Code | INF194K01581 | INF955L01II9 |
| 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.76% | 0.65% |
| 6 Month | 2.93% | 3.71% |
| 1 Year | 6.03% | 5.83% |
| 3 Year | 7.64% | 9.99% |
| 5 Year | 7.4% | 8.34% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.55% | 2.57% |
| 1 Year | 6.59% | 10.66% |
| 3 Year | 7.35% | 9.92% |
| 5 Year | 7.14% | 9.31% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.83% | 8.86% |
| 3 Year | 7.11% | 8.33% |
| 5 Year | 6.95% | 9.08% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.08% | 5.00% |
| Sharp | 0.41% | 0.65% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harshal Joshi | Miten Vora |
| Total AUM | ₹42965 Cr | ₹6478 Cr |
| Funds Managed | 20 | 6 |
| BANDHAN Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.9 | 35.72 |
| Large Cap | 60.32 | 48.06 |
| Mid Cap | 2.99 | 11.38 |
| Small Cap | 2.79 | 4.84 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.9 | 28.2 |
| Energy | 3.85 | 3.8 |
| Technology | 3.88 | 4.27 |
| Consumer Defensive | 7.8 | 2.51 |
| Industrials | 3.11 | 8.94 |
| Basic Materials | 9.23 | 7.82 |
| Financial Services | 24.43 | 19.07 |
| Healthcare | 4.41 | 3.22 |
| Consumer Cyclical | 6.78 | 6.88 |
| Utilities | 1.3 | 5.83 |
| Communication Services | 1.32 | 4.04 |
| Real Estate | - | 5.42 |
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