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BANDHAN Equity Savings Fund - Regular Plan - Growth

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HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹333 Cr	₹671 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	0.52%	3.06%
6 Month	4.11%	13.32%
1 Year	5.02%	5.53%
3 Year	7.67%	13.81%
5 Year	7.96%	13.62%

SIP Return Analysis

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
6 Month	1.58%	5.93%
1 Year	6.46%	12.93%
3 Year	7.64%	14.04%
5 Year	7.31%	12.76%

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%	7.31%
Sharp	0.34%	0.84%
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	33.83	41.06
Large Cap	61	36.05
Mid Cap	2.78	16.47
Small Cap	2.38	6.42

Sector Allocation

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Others	33.78	32.5
Energy	3.71	1.85
Technology	6.65	2.96
Consumer Defensive	6.85	3.51
Industrials	2.98	11.1
Basic Materials	8.79	2.66
Financial Services	21.83	24.04
Healthcare	4.51	7.4
Consumer Cyclical	8.17	10.66
Utilities	1.98	1.45
Communication Services	0.76	1.83
Real Estate	-	0.04

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