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) | ₹355 Cr | ₹265 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| 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 | 0.66% | 1.85% |
| 6 Month | 2.96% | 4.38% |
| 1 Year | 6.33% | 7.98% |
| 3 Year | 7.69% | 10.14% |
| 5 Year | 7.83% | 8.41% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.24% | 2.23% |
| 1 Year | 6.06% | 9.88% |
| 3 Year | 7.25% | 9.86% |
| 5 Year | 7.05% | 9.21% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.84% | 8.93% |
| 3 Year | 7.1% | 8.3% |
| 5 Year | 6.95% | 9.13% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.08% | 4.99% |
| Sharp | 0.43% | 0.64% |
| 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 | 33.79 | 35.82 |
| Large Cap | 60.94 | 48.21 |
| Mid Cap | 2.91 | 10.7 |
| Small Cap | 2.36 | 5.28 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.72 | 28.2 |
| Energy | 3.51 | 3.93 |
| Technology | 4.08 | 3.89 |
| Consumer Defensive | 7.28 | 2.6 |
| Industrials | 2.86 | 8.55 |
| Basic Materials | 8.87 | 7.62 |
| Financial Services | 23.84 | 18.8 |
| Healthcare | 4.45 | 3.44 |
| Consumer Cyclical | 8.25 | 7.39 |
| Utilities | 1.94 | 5.78 |
| Communication Services | 1.2 | 3.77 |
| Real Estate | - | 6.02 |
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