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BANDHAN Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
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) | ₹356 Cr | ₹277 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 | 0.16% | 0.24% |
| 6 Month | 2.46% | 2.81% |
| 1 Year | 5.97% | 5.42% |
| 3 Year | 7.7% | 9.81% |
| 5 Year | 7.2% | 8.87% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.37% | 1.61% |
| 1 Year | 6.19% | 7.53% |
| 3 Year | 7.22% | 9.2% |
| 5 Year | 7.06% | 8.88% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 6.83% | 7.02% |
| 3 Year | 7.11% | 7.15% |
| 5 Year | 6.95% | 6.97% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 2.08% | 3.52% |
| Sharp | 0.41% | 0.79% |
| Beta | - | - |
| Alpha | - | - |
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 | 33.94 | 32.38 |
| Large Cap | 60.05 | 60.4 |
| Mid Cap | 3.13 | 6.41 |
| Small Cap | 2.89 | 0.82 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 33.94 | 31.5 |
| Energy | 3.87 | 4.75 |
| Technology | 3.87 | 3.78 |
| Consumer Defensive | 6.14 | 4.69 |
| Industrials | 3.95 | 10.48 |
| Basic Materials | 8.67 | 4.27 |
| Financial Services | 24.98 | 23.89 |
| Healthcare | 4.71 | 3.98 |
| Consumer Cyclical | 7.39 | 1.62 |
| Utilities | 1.19 | 4.65 |
| Communication Services | 1.28 | 6.39 |
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