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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) | ₹333 Cr | ₹266 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 | 0.48% | 0.53% |
| 6 Month | 4.07% | 5.35% |
| 1 Year | 4.93% | 5.37% |
| 3 Year | 7.51% | 9.64% |
| 5 Year | 7.99% | 9.97% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.58% | 1.49% |
| 1 Year | 6.46% | 6.82% |
| 3 Year | 7.64% | 9.63% |
| 5 Year | 7.31% | 9.08% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 6.91% | 7.1% |
| 3 Year | 7.05% | 7.1% |
| 5 Year | 6.92% | 6.94% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 2.18% | 3.69% |
| Sharp | 0.34% | 0.72% |
| 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 | 33.41 | 35.45 |
| Large Cap | 60.99 | 58.29 |
| Mid Cap | 3.05 | 5.47 |
| Small Cap | 2.55 | 0.78 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 33.35 | 34.67 |
| Energy | 3.91 | 5.08 |
| Technology | 6.87 | 3.72 |
| Consumer Defensive | 6.96 | 4.87 |
| Industrials | 3.12 | 10.37 |
| Basic Materials | 8.85 | 4.48 |
| Financial Services | 21.28 | 21.42 |
| Healthcare | 4.91 | 3.27 |
| Consumer Cyclical | 7.78 | 1.37 |
| Utilities | 2.17 | 4.7 |
| Communication Services | 0.79 | 6.05 |
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