BANDHAN Equity Savings Fund - Regular Plan - Growth
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹375 Cr | ₹5997 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Jun 2008 | 27 May 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
| Turn Over | 22% | 39% |
| Expense Ratio | 1.1 | 1.43 |
| Manager | Harshal Joshi | Pradeep Kesavan |
| ISIN Code | INF194K01581 | INF200KA1DA4 |
| 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 | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.41% | -0.04% |
| 6 Month | 2.77% | 1.94% |
| 1 Year | 6.32% | 4.89% |
| 3 Year | 8.01% | 11.88% |
| 5 Year | 7.31% | 9.96% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.18% | 0.46% |
| 1 Year | 5.83% | 6.66% |
| 3 Year | 7.15% | 9.17% |
| 5 Year | 7.07% | 9.53% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.83% | 8.64% |
| 3 Year | 7.11% | 9.43% |
| 5 Year | 6.96% | 8.89% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.08% | 4.73% |
| Sharp | 0.41% | 0.99% |
| Beta | - | 0.94% |
| Alpha | - | 1.68% |
Fund Managers
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harshal Joshi | Pradeep Kesavan |
| Total AUM | ₹42965 Cr | ₹434274 Cr |
| Funds Managed | 20 | 43 |
| BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.94 | 33.84 |
| Large Cap | 60.05 | 44.55 |
| Mid Cap | 3.13 | 10.7 |
| Small Cap | 2.89 | 10.91 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.94 | 26.94 |
| Energy | 3.87 | 5.73 |
| Technology | 3.87 | 1.96 |
| Consumer Defensive | 6.14 | 2.39 |
| Industrials | 3.95 | 6.38 |
| Basic Materials | 8.67 | 11.42 |
| Financial Services | 24.98 | 24.9 |
| Healthcare | 4.71 | 2.44 |
| Consumer Cyclical | 7.39 | 10.94 |
| Utilities | 1.19 | 0.95 |
| Communication Services | 1.28 | 1.11 |
| Real Estate | - | 4.82 |
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