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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) | ₹5823 Cr | ₹356 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 | 0.81% | 0.63% |
| 6 Month | 3.59% | 2.87% |
| 1 Year | 5.57% | 6.03% |
| 3 Year | 9.83% | 7.57% |
| 5 Year | 11.19% | 7.38% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.23% | 1.52% |
| 1 Year | 9.27% | 6.48% |
| 3 Year | 9.47% | 7.38% |
| 5 Year | 9.77% | 7.17% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.37% | 6.83% |
| 3 Year | 9.94% | 7.11% |
| 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 | 33.88 | 33.9 |
| Large Cap | 59.7 | 60.32 |
| Small Cap | 3.77 | 2.79 |
| Mid Cap | 2.66 | 2.99 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.68 | 33.9 |
| Energy | 8.06 | 3.85 |
| Technology | 3.88 | 3.88 |
| Industrials | 7.06 | 3.11 |
| Consumer Defensive | 2.11 | 7.8 |
| Basic Materials | 4.18 | 9.23 |
| Financial Services | 23.7 | 24.43 |
| Real Estate | 1.71 | - |
| Healthcare | 5.57 | 4.41 |
| Consumer Cyclical | 9.25 | 6.78 |
| Utilities | 2.39 | 1.3 |
| Communication Services | 2.42 | 1.32 |
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