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) | ₹355 Cr | ₹6169 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 | 0.54% | 0.82% |
| 6 Month | 2.86% | 4.23% |
| 1 Year | 5.8% | 4.44% |
| 3 Year | 7.58% | 10.84% |
| 5 Year | 7.93% | 11.16% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.24% | 1.05% |
| 1 Year | 6.06% | 7.71% |
| 3 Year | 7.25% | 9.71% |
| 5 Year | 7.05% | 9.7% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.87% | 8.83% |
| 3 Year | 7.09% | 9.34% |
| 5 Year | 6.94% | 8.82% |
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 | 0.43% | 0.89% |
| Beta | - | 0.2% |
| Alpha | - | 3.92% |
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 | 33.79 | 35.66 |
| Large Cap | 60.94 | 38.21 |
| Mid Cap | 2.91 | 11.35 |
| Small Cap | 2.36 | 14.78 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.72 | 27.28 |
| Energy | 3.51 | 5.3 |
| Technology | 4.08 | 1.67 |
| Consumer Defensive | 7.28 | 1.33 |
| Industrials | 2.86 | 8.99 |
| Basic Materials | 8.87 | 10.71 |
| Financial Services | 23.84 | 23.49 |
| Healthcare | 4.45 | 2.26 |
| Consumer Cyclical | 8.25 | 11.53 |
| Utilities | 1.94 | 1.47 |
| Communication Services | 1.2 | 0.4 |
| Real Estate | - | 5.58 |
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