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) | ₹303 Cr | ₹5431 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 | 0.62% | 1.09% |
6 Month | 3.63% | 4.09% |
1 Year | 5.94% | 7.09% |
3 Year | 8.3% | 12.79% |
5 Year | 8.53% | 12.65% |
SIP Return Analysis
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.32% | 5.8% |
1 Year | 6.96% | 10.89% |
3 Year | 8.03% | 12.13% |
5 Year | 7.6% | 11.25% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.93% | 9.05% |
3 Year | 7.02% | 9.13% |
5 Year | 6.91% | 8.74% |
Risk Management
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.37% | 4.73% |
Sharp | 0.70% | 0.94% |
Beta | - | 0.91% |
Alpha | - | 1.22% |
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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 | 35.09 | 34.14 |
Large Cap | 61.77 | 39.15 |
Mid Cap | 3.14 | 10.19 |
Small Cap | - | 16.52 |
Sector Allocation
Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 35.09 | 27.95 |
Energy | 4.28 | 6.12 |
Technology | 6.63 | 1.19 |
Consumer Defensive | 5.21 | 1.06 |
Industrials | 3.33 | 7.92 |
Basic Materials | 8.01 | 7.64 |
Financial Services | 20.19 | 24.88 |
Healthcare | 4.75 | 2.31 |
Consumer Cyclical | 5.5 | 11.55 |
Utilities | 2.27 | 1.59 |
Communication Services | 4.73 | 1.49 |
Real Estate | - | 6.3 |
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