- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+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) | ₹5584 Cr | ₹265 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹300 | ₹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 | 1.78% | 1.1% |
| 6 Month | 1.19% | 2.9% |
| 1 Year | 6.53% | 7.34% |
| 3 Year | 10.12% | 7.57% |
| 5 Year | 13.17% | 9.23% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.88% | 1.98% |
| 1 Year | 3.54% | 6.07% |
| 3 Year | 10.13% | 8.17% |
| 5 Year | 10.68% | 7.8% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.6% | 6.93% |
| 3 Year | 9.9% | 7.01% |
| 5 Year | 9.44% | 6.88% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.946% | 2.635% |
| Sharp | 0.518% | 0.16% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 33.86 | 31.35 |
| Large Cap | 58.5 | 61.86 |
| Small Cap | 4.14 | - |
| Mid Cap | 3.5 | 6.8 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.83 | 31.33 |
| Energy | 6.35 | 3.62 |
| Technology | 5.68 | 7.28 |
| Industrials | 5.1 | 3.68 |
| Consumer Defensive | 4.67 | 5.88 |
| Basic Materials | 3.37 | 7.79 |
| Financial Services | 19.87 | 24.02 |
| Healthcare | 4.94 | 5.37 |
| Consumer Cyclical | 11.74 | 5.77 |
| Communication Services | 1.81 | 2.84 |
| Utilities | 2.63 | 2.41 |
Top Comparisons
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.24%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns14.36%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.27%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.25%
Kotak Money Market Fund - (Growth)
3Y Returns7.14%
Kotak Money Market Fund - (Growth)
3Y Returns7.14%
