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HDFC Equity Savings Fund - GROWTH PLAN

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BANDHAN Equity Savings Fund - Regular Plan - Growth

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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)	₹5739 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	1.24%	0.66%
6 Month	3.99%	2.96%
1 Year	6.89%	6.33%
3 Year	10.2%	7.69%
5 Year	11.85%	7.83%

SIP Return Analysis

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	BANDHAN Equity Savings Fund - Regular Plan - Growth
6 Month	2.05%	1.42%
1 Year	8.98%	6.37%
3 Year	9.42%	7.36%
5 Year	9.69%	7.13%

Rolling Lumpsum Returns

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	BANDHAN Equity Savings Fund - Regular Plan - Growth
1 Year	8.38%	6.84%
3 Year	9.93%	7.1%
5 Year	9.49%	6.95%

Risk Management

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	BANDHAN Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.42%	2.08%
Sharp	0.76%	0.43%
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	34.16	33.79
Large Cap	59.11	60.94
Small Cap	4.09	2.36
Mid Cap	2.64	2.91

Sector Allocation

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	BANDHAN Equity Savings Fund - Regular Plan - Growth
Others	30.01	33.72
Energy	7.59	3.51
Technology	4.33	4.08
Industrials	7.18	2.86
Consumer Defensive	2.47	7.28
Basic Materials	4.3	8.87
Financial Services	23.22	23.84
Real Estate	1.72	-
Healthcare	5.45	4.45
Consumer Cyclical	9.08	8.25
Utilities	2.41	1.94
Communication Services	2.24	1.2

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