BANDHAN Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹356 Cr | ₹787 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Jun 2008 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
| Turn Over | 22% | 75% |
| Expense Ratio | 1.1 | 1.51 |
| Manager | Harshal Joshi | Mahesh A Chhabria |
| ISIN Code | INF194K01581 | INF917K01AA5 |
| Exits Load | 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 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.44% | -0.29% |
| 6 Month | 2.71% | 6.03% |
| 1 Year | 6.04% | 1.16% |
| 3 Year | 7.71% | 13.44% |
| 5 Year | 7.29% | 12% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.37% | 1.27% |
| 1 Year | 6.19% | 10.87% |
| 3 Year | 7.22% | 11.77% |
| 5 Year | 7.06% | 11.55% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.83% | 7.84% |
| 3 Year | 7.11% | 9.72% |
| 5 Year | 6.95% | 8.53% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.08% | 7.28% |
| Sharp | 0.41% | 0.90% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Harshal Joshi | Mahesh A Chhabria |
| Total AUM | ₹42965 Cr | ₹15021 Cr |
| Funds Managed | 20 | 9 |
| BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.9 | 37.06 |
| Large Cap | 60.32 | 38.44 |
| Mid Cap | 2.99 | 18.09 |
| Small Cap | 2.79 | 6.41 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.9 | 29.99 |
| Energy | 3.85 | 1.79 |
| Technology | 3.88 | 6.81 |
| Consumer Defensive | 7.8 | 3.35 |
| Industrials | 3.11 | 6.16 |
| Basic Materials | 9.23 | 0.96 |
| Financial Services | 24.43 | 28.18 |
| Healthcare | 4.41 | 7.5 |
| Consumer Cyclical | 6.78 | 8.38 |
| Utilities | 1.3 | 1.34 |
| Communication Services | 1.32 | 5.54 |
| Real Estate | - | 0 |
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