Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

tortoise-icon BANDHAN Equity Savings Fund - Regular Plan - Growth

Invest Now

tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

Invest Now

tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Fund BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Low to Moderate Moderately High Moderately High
Asset Size (Cr) ₹333 Cr ₹459 Cr ₹459 Cr
Min Investment ₹1000 ₹1000 ₹1000
Min SIP Invesment ₹100 ₹500 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 09 Jun 2008 06 Mar 2019 06 Mar 2019
Category Equity Savings Equity Savings Equity Savings
Fund Type Open Ended Open Ended Open Ended
Benchmark CRISIL Equity Saving NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 22% 469% 469%
Expense Ratio 1.1 2.3 2.3
Manager Harshal Joshi Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati
ISIN Code INF194K01581 INF205KA1023 INF205KA1023
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 Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% 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 Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
1 Month 0.69% 1.41% 1.41%
6 Month 4.13% 7.25% 7.25%
1 Year 4.98% 2.28% 2.28%
3 Year 7.53% 10.63% 10.63%
5 Year 8.2% 9.37% 9.37%

SIP Return Analysis

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
6 Month 1.58% 1.72% 1.72%
1 Year 6.46% 6.02% 6.02%
3 Year 7.64% 10.74% 10.74%
5 Year 7.31% 9.6% 9.6%

Rolling Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
1 Year 6.91% 8.84% 8.84%
3 Year 7.05% 8.03% 8.03%
5 Year 6.92% 9.62% 9.62%

Risk Management

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Standard Deviation 2.18% 5.70% 5.70%
Sharp 0.34% 0.62% 0.62%
Beta - - -
Alpha - - -

Fund Managers

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Name Harshal Joshi Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati
Total AUM ₹42965 Cr ₹24743 Cr ₹24743 Cr
Funds Managed 20 19 19
BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Others 33.41 36.99 36.99
Large Cap 60.99 43.88 43.88
Mid Cap 3.05 10.85 10.85
Small Cap 2.55 8.28 8.28

Sector Allocation

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Others 33.35 33.84 33.84
Energy 3.91 2.07 2.07
Technology 6.87 6.41 6.41
Consumer Defensive 6.96 5.65 5.65
Industrials 3.12 10.13 10.13
Basic Materials 8.85 6.95 6.95
Financial Services 21.28 20.61 20.61
Healthcare 4.91 4.19 4.19
Consumer Cyclical 7.78 5.63 5.63
Utilities 2.17 2.86 2.86
Communication Services 0.79 1.15 1.15
Real Estate - 0.52 0.52

Top Comparisons

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns20.02%

VS

Sundaram Small Cap Fund Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

3Y Returns19.05%

Compare Now

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns7.43%

Compare Now

WhiteOak Capital Mid Cap Fund Regular Plan Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth

3Y Returns24.08%

VS

Kotak Midcap Fund - Growth Kotak Midcap Fund - Growth

3Y Returns20.26%

Compare Now

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns10.53%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns22.55%

Compare Now
Add to Cart Successfully