Diwali Decoration Items

Diwali Decoration Items

Link copied to clipboard!

HDFC Equity Savings Fund - GROWTH PLAN

Invest Now

BANDHAN Equity Savings Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹5691 Cr	₹355 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	0.67%	0.39%
6 Month	5.21%	3.21%
1 Year	3.71%	5.23%
3 Year	10.65%	7.91%
5 Year	12.66%	8.16%

SIP Return Analysis

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	BANDHAN Equity Savings Fund - Regular Plan - Growth
6 Month	1.66%	1.23%
1 Year	7.95%	6.09%
3 Year	9.34%	7.38%
5 Year	9.73%	7.14%

Rolling Lumpsum Returns

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	BANDHAN Equity Savings Fund - Regular Plan - Growth
1 Year	8.4%	6.87%
3 Year	9.93%	7.09%
5 Year	9.48%	6.94%

Risk Management

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	BANDHAN Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.47%	2.10%
Sharp	0.79%	0.46%
Beta	-	-
Alpha	-	-

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	35.64	33.83
Large Cap	57.43	61
Small Cap	4.15	2.38
Mid Cap	2.78	2.78

Sector Allocation

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	BANDHAN Equity Savings Fund - Regular Plan - Growth
Others	31.83	33.78
Energy	7.12	3.71
Technology	5.11	6.65
Industrials	5.99	2.98
Consumer Defensive	2.99	6.85
Basic Materials	3.24	8.79
Financial Services	22.94	21.83
Real Estate	1.6	-
Healthcare	5.59	4.51
Consumer Cyclical	9.21	8.17
Utilities	2.35	1.98
Communication Services	2.03	0.76

Top Comparisons

Franklin U.S. Opportunities Equity Active FOF - Regular - Growth

3Y Returns26.42%

VS

SBI US Specific Equity Active FoF - Regular Plan - Growth

3Y Returns27%

Compare Now

Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth

3Y Returns8.26%

VS

Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth

3Y Returns8.05%

Compare Now

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns38.23%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns24.68%

Compare Now

DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Edelweiss Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully