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) | ₹324 Cr | ₹655 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 | 0.21% | 2.53% |
6 Month | 3.96% | 11.06% |
1 Year | 5.14% | 4.39% |
3 Year | 7.48% | 13.36% |
5 Year | 8.09% | 13.16% |
SIP Return Analysis
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 1.33% | 4.7% |
1 Year | 5.92% | 9.3% |
3 Year | 7.55% | 13.13% |
5 Year | 7.31% | 12.34% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 6.91% | 8.03% |
3 Year | 7.05% | 9.53% |
5 Year | 6.92% | 8.45% |
Risk Management
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 2.18% | 7.29% |
Sharp | 0.47% | 0.81% |
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 | 33.41 | 38.05 |
Large Cap | 60.99 | 38.37 |
Mid Cap | 3.05 | 17.46 |
Small Cap | 2.55 | 6.12 |
Sector Allocation
Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 33.35 | 32.02 |
Energy | 3.91 | 1.94 |
Technology | 6.87 | 2.64 |
Consumer Defensive | 6.96 | 3.1 |
Industrials | 3.12 | 10.18 |
Basic Materials | 8.85 | 1.29 |
Financial Services | 21.28 | 26.43 |
Healthcare | 4.91 | 7.89 |
Consumer Cyclical | 7.78 | 11.01 |
Utilities | 2.17 | 1.55 |
Communication Services | 0.79 | 1.9 |
Real Estate | - | 0.05 |
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