BANDHAN Equity Savings Fund - Regular Plan - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | BANDHAN Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹355 Cr | ₹947 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Jun 2008 | 13 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
| Turn Over | 22% | 87% |
| Expense Ratio | 1.1 | 1.6 |
| Manager | Harshal Joshi | Dhawal Dalal |
| ISIN Code | INF194K01581 | INF843K01KG9 |
| 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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.93% | 1.84% |
| 6 Month | 2.96% | 5.85% |
| 1 Year | 5.9% | 9.18% |
| 3 Year | 7.8% | 11.46% |
| 5 Year | 8.14% | 11.03% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.44% | 2.86% |
| 1 Year | 6.46% | 11.55% |
| 3 Year | 7.52% | 11.64% |
| 5 Year | 7.26% | 10.61% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.87% | 8.65% |
| 3 Year | 7.09% | 8.95% |
| 5 Year | 6.94% | 9.11% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.10% | 3.63% |
| Sharp | 0.46% | 1.19% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harshal Joshi | Dhawal Dalal |
| Total AUM | ₹42965 Cr | ₹25974 Cr |
| Funds Managed | 20 | 12 |
| BANDHAN Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.79 | 39.96 |
| Large Cap | 60.94 | 38.37 |
| Mid Cap | 2.91 | 15.73 |
| Small Cap | 2.36 | 5.95 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.72 | 33.74 |
| Energy | 3.51 | 6.58 |
| Technology | 4.08 | 3.57 |
| Consumer Defensive | 7.28 | 1.57 |
| Industrials | 2.86 | 5.32 |
| Basic Materials | 8.87 | 11.22 |
| Financial Services | 23.84 | 20.47 |
| Healthcare | 4.45 | 4.23 |
| Consumer Cyclical | 8.25 | 5.08 |
| Utilities | 1.94 | 1.98 |
| Communication Services | 1.2 | 4.96 |
| Real Estate | - | 1.31 |
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