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BANDHAN Equity Savings Fund - Regular Plan - Growth

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Tata Equity Savings Fund -Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Fund	BANDHAN Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Low to Moderate	Low to Moderate
Asset Size (Cr)	₹399 Cr	₹278 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	09 Jun 2008	18 Aug 2003
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Equity Saving	NIFTY Equity Savings TRI
Turn Over	22%	59.93%
Expense Ratio	1.1	1.13
Manager	Harshal Joshi	Sailesh Jain
ISIN Code	INF194K01581	INF277K01907
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	Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month	0.19%	0.06%
6 Month	2.23%	2.03%
1 Year	6.08%	6.59%
3 Year	7.77%	10%
5 Year	6.88%	8.4%

SIP Return Analysis

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	1.03%	0.95%
1 Year	5.25%	5.76%
3 Year	6.84%	8.48%
5 Year	6.89%	8.55%

Rolling Lumpsum Returns

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year	6.82%	7%
3 Year	7.12%	7.16%
5 Year	6.96%	6.98%

Risk Management

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	2.00%	3.35%
Sharp	0.57%	0.97%
Beta	0.47%	0.79%
Alpha	-	0.79%

Fund Managers

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Name	Harshal Joshi	Sailesh Jain
Total AUM	₹42965 Cr	₹17041 Cr
Funds Managed	20	7
	BANDHAN Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option

Market Cap

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	35.74	32.91
Large Cap	60.84	59.84
Mid Cap	3.42	6.5
Small Cap	-	0.75

Sector Allocation

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	32.75	31.89
Energy	4.04	4.9
Technology	3.47	2.2
Consumer Defensive	7.21	0.65
Industrials	5.03	10.31
Basic Materials	9.56	4.14
Financial Services	22.9	29.36
Healthcare	5.92	4.06
Consumer Cyclical	6.47	1.68
Utilities	1.09	4.4
Communication Services	1.58	6.41

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