- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Equity Savings Fund - GROWTH PLAN
BANDHAN Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹5897 Cr | ₹399 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 09 Jun 2008 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | 27.79% | 22% |
| Expense Ratio | 1.89 | 1.1 |
| Manager | Anil Bamboli | Harshal Joshi |
| ISIN Code | INF179K01AM7 | INF194K01581 |
| Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.55% | -0.3% |
| 6 Month | 2.69% | 1.98% |
| 1 Year | 7.74% | 5.54% |
| 3 Year | 10.27% | 7.77% |
| 5 Year | 10.42% | 7.05% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.08% | 0.55% |
| 1 Year | 4.39% | 4.22% |
| 3 Year | 7.73% | 6.52% |
| 5 Year | 8.76% | 6.73% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.32% | 6.81% |
| 3 Year | 9.94% | 7.13% |
| 5 Year | 9.5% | 6.96% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.68% | 2.76% |
| Sharp | 0.97% | 0.94% |
| Beta | 1% | 0.47% |
| Alpha | 0.14% | - |
Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Harshal Joshi |
| Total AUM | ₹135442 Cr | ₹42965 Cr |
| Funds Managed | 12 | 20 |
| HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.8 | 35.74 |
| Large Cap | 59.98 | 60.84 |
| Small Cap | 3.53 | - |
| Mid Cap | 2.69 | 3.42 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.92 | 32.75 |
| Energy | 8.31 | 4.04 |
| Technology | 4.1 | 3.47 |
| Industrials | 7.02 | 5.03 |
| Consumer Defensive | 2.03 | 7.21 |
| Basic Materials | 3.71 | 9.56 |
| Financial Services | 23.63 | 22.9 |
| Real Estate | 1.45 | - |
| Healthcare | 5.56 | 5.92 |
| Consumer Cyclical | 9.6 | 6.47 |
| Utilities | 2.35 | 1.09 |
| Communication Services | 2.32 | 1.58 |
Top Comparisons
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.9%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.31%
HDFC Money Market Fund - Growth Option
3Y Returns7.35%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.4%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns33.72%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns20.13%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns15.52%
Axis Large Cap Fund - Regular Plan - Growth
3Y Returns12.98%
