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) | ₹355 Cr | ₹723 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 | 0.65% | 0.39% |
| 6 Month | 2.97% | 8.82% |
| 1 Year | 5.9% | 6.56% |
| 3 Year | 7.84% | 13.81% |
| 5 Year | 8.02% | 13.48% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.44% | 3.87% |
| 1 Year | 6.46% | 12.62% |
| 3 Year | 7.52% | 13.41% |
| 5 Year | 7.26% | 12.49% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.87% | 7.91% |
| 3 Year | 7.09% | 9.59% |
| 5 Year | 6.94% | 8.48% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.10% | 7.29% |
| Sharp | 0.46% | 0.88% |
| 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 | 33.79 | 38.94 |
| Large Cap | 60.94 | 36.57 |
| Mid Cap | 2.91 | 17.79 |
| Small Cap | 2.36 | 6.7 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.72 | 31.45 |
| Energy | 3.51 | 1.73 |
| Technology | 4.08 | 5.12 |
| Consumer Defensive | 7.28 | 2.93 |
| Industrials | 2.86 | 7.55 |
| Basic Materials | 8.87 | 2.8 |
| Financial Services | 23.84 | 25.49 |
| Healthcare | 4.45 | 7.72 |
| Consumer Cyclical | 8.25 | 8.47 |
| Utilities | 1.94 | 1.38 |
| Communication Services | 1.2 | 5.32 |
| Real Estate | - | 0.04 |
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