BANDHAN Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | BANDHAN Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹356 Cr | ₹3936 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Jun 2008 | 28 Mar 2016 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
| Turn Over | 22% | 444% |
| Expense Ratio | 1.1 | 1.32 |
| Manager | Harshal Joshi | Kedar Karnik |
| ISIN Code | INF194K01581 | INF740KA1439 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.35% | -0.03% |
| 6 Month | 2.63% | 1.93% |
| 1 Year | 5.93% | 4.75% |
| 3 Year | 7.75% | 9.94% |
| 5 Year | 7.24% | 9.58% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.37% | 1.44% |
| 1 Year | 6.19% | 6.76% |
| 3 Year | 7.22% | 9.26% |
| 5 Year | 7.06% | 9.09% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.83% | 8.46% |
| 3 Year | 7.11% | 8.8% |
| 5 Year | 6.95% | 8.23% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.08% | 4.23% |
| Sharp | 0.41% | 1.07% |
| Beta | - | 0.82% |
| Alpha | - | 0.82% |
Fund Managers
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harshal Joshi | Kedar Karnik |
| Total AUM | ₹42965 Cr | ₹32997 Cr |
| Funds Managed | 20 | 11 |
| BANDHAN Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.9 | 33.03 |
| Large Cap | 60.32 | 56.84 |
| Mid Cap | 2.99 | 6.46 |
| Small Cap | 2.79 | 3.67 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.9 | 28.42 |
| Energy | 3.85 | 7.18 |
| Technology | 3.88 | 5.81 |
| Consumer Defensive | 7.8 | 3.63 |
| Industrials | 3.11 | 3.19 |
| Basic Materials | 9.23 | 3.91 |
| Financial Services | 24.43 | 27.41 |
| Healthcare | 4.41 | 5.64 |
| Consumer Cyclical | 6.78 | 5.66 |
| Utilities | 1.3 | 3.18 |
| Communication Services | 1.32 | 4.6 |
| Real Estate | - | 1.38 |
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