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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) | ₹5663 Cr | ₹347 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 | -0.71% | 0.28% |
| 6 Month | 3.63% | 3.34% |
| 1 Year | 3.46% | 5.35% |
| 3 Year | 10.41% | 7.68% |
| 5 Year | 12.56% | 8.33% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.13% | 1.86% |
| 1 Year | 4.94% | 6.28% |
| 3 Year | 9.34% | 7.77% |
| 5 Year | 9.95% | 7.42% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.44% | 6.91% |
| 3 Year | 9.91% | 7.05% |
| 5 Year | 9.47% | 6.92% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.61% | 2.18% |
| Sharp | 0.81% | 0.47% |
| Beta | - | - |
| Alpha | - | - |
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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 | 34.24 | 36.74 |
| Large Cap | 58.36 | 60.47 |
| Small Cap | 4.19 | - |
| Mid Cap | 3.21 | 2.79 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.27 | 33.2 |
| Energy | 7.86 | 3.97 |
| Technology | 5.66 | 7.1 |
| Industrials | 6.41 | 2.93 |
| Consumer Defensive | 3.44 | 6.1 |
| Basic Materials | 4.27 | 8.37 |
| Financial Services | 22.52 | 21.8 |
| Real Estate | 1.6 | - |
| Healthcare | 4.53 | 4.41 |
| Consumer Cyclical | 8.91 | 5.56 |
| Utilities | 2.36 | 2.07 |
| Communication Services | 2.15 | 4.49 |
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