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) | ₹333 Cr | ₹5703 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 | 0.69% | 1.16% |
6 Month | 4.13% | 8.7% |
1 Year | 4.98% | 4.29% |
3 Year | 7.53% | 10.65% |
5 Year | 8.2% | 11.75% |
SIP Return Analysis
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.58% | 1.83% |
1 Year | 6.46% | 7.72% |
3 Year | 7.64% | 10.41% |
5 Year | 7.31% | 10.13% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.91% | 8.96% |
3 Year | 7.05% | 9.28% |
5 Year | 6.92% | 8.78% |
Risk Management
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.18% | 4.73% |
Sharp | 0.34% | 0.9% |
Beta | - | 0.19% |
Alpha | - | 3.93% |
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 | 33.41 | 35.45 |
Large Cap | 60.99 | 36.99 |
Mid Cap | 3.05 | 11.42 |
Small Cap | 2.55 | 16.14 |
Sector Allocation
Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.35 | 27.4 |
Energy | 3.91 | 5.65 |
Technology | 6.87 | 0.07 |
Consumer Defensive | 6.96 | 1.47 |
Industrials | 3.12 | 9.57 |
Basic Materials | 8.85 | 9.83 |
Financial Services | 21.28 | 24.03 |
Healthcare | 4.91 | 2.24 |
Consumer Cyclical | 7.78 | 11.47 |
Utilities | 2.17 | 1.47 |
Communication Services | 0.79 | 0.73 |
Real Estate | - | 6.06 |
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