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) | ₹265 Cr | ₹5705 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 | 1.42 |
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 | 1.1% | 2.16% |
6 Month | 2.9% | 0.9% |
1 Year | 7.34% | 7.31% |
3 Year | 7.57% | 10.18% |
5 Year | 9.23% | 12.89% |
SIP Return Analysis
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.98% | 2.03% |
1 Year | 6.07% | 4.53% |
3 Year | 8.17% | 10.95% |
5 Year | 7.8% | 10.69% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.93% | 9.28% |
3 Year | 7.01% | 9.03% |
5 Year | 6.88% | 8.69% |
Risk Management
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.635% | 4.73% |
Sharp | 0.16% | 0.33% |
Beta | - | 0.91% |
Alpha | - | 0.71% |
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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 | 31.35 | 34.27 |
Large Cap | 61.86 | 42.02 |
Mid Cap | 6.8 | 7.16 |
Small Cap | - | 16.55 |
Sector Allocation
Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.33 | 33.39 |
Energy | 3.62 | 4.29 |
Technology | 7.28 | 1.6 |
Consumer Defensive | 5.88 | 0.13 |
Industrials | 3.68 | 6.66 |
Basic Materials | 7.79 | 7.46 |
Financial Services | 24.02 | 27.03 |
Healthcare | 5.37 | 3.39 |
Consumer Cyclical | 5.77 | 12.41 |
Utilities | 2.41 | 1.36 |
Communication Services | 2.84 | 1.48 |
Real Estate | - | 0.8 |
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