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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) | ₹5674 Cr | ₹324 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 | 0.07% | 0.31% |
| 6 Month | 5.45% | 3.5% |
| 1 Year | 3.86% | 5.61% |
| 3 Year | 9.98% | 7.42% |
| 5 Year | 12.13% | 8.1% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.86% | 1.6% |
| 1 Year | 5.28% | 6.06% |
| 3 Year | 9.24% | 7.63% |
| 5 Year | 9.84% | 7.32% |
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 | - | - |
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 | 35.21 | 33.41 |
| Large Cap | 57.73 | 60.99 |
| Small Cap | 4.32 | 2.55 |
| Mid Cap | 2.75 | 3.05 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.33 | 33.35 |
| Energy | 7.35 | 3.91 |
| Technology | 5 | 6.87 |
| Industrials | 6.12 | 3.12 |
| Consumer Defensive | 2.96 | 6.96 |
| Basic Materials | 3.31 | 8.85 |
| Financial Services | 23.76 | 21.28 |
| Real Estate | 1.61 | - |
| Healthcare | 5.7 | 4.91 |
| Consumer Cyclical | 8.47 | 7.78 |
| Utilities | 2.32 | 2.17 |
| Communication Services | 2.05 | 0.79 |
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