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) | ₹356 Cr | ₹1028 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 | 0.22% | -0.09% |
| 6 Month | 2.53% | 4.62% |
| 1 Year | 5.91% | 8.17% |
| 3 Year | 7.7% | 11.11% |
| 5 Year | 7.22% | 9.87% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.37% | 1.76% |
| 1 Year | 6.19% | 9.94% |
| 3 Year | 7.22% | 10.82% |
| 5 Year | 7.06% | 10.13% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.83% | 8.62% |
| 3 Year | 7.11% | 9.02% |
| 5 Year | 6.96% | 9.16% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.08% | 3.62% |
| Sharp | 0.41% | 1.08% |
| 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 | 33.94 | 36.42 |
| Large Cap | 60.05 | 41.23 |
| Mid Cap | 3.13 | 16.8 |
| Small Cap | 2.89 | 5.55 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.94 | 33.08 |
| Energy | 3.87 | 6.16 |
| Technology | 3.87 | 4.83 |
| Consumer Defensive | 6.14 | 1.71 |
| Industrials | 3.95 | 4.56 |
| Basic Materials | 8.67 | 10.77 |
| Financial Services | 24.98 | 21.93 |
| Healthcare | 4.71 | 3.43 |
| Consumer Cyclical | 7.39 | 5.42 |
| Utilities | 1.19 | 1.42 |
| Communication Services | 1.28 | 5.86 |
| Real Estate | - | 0.84 |
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