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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) | ₹347 Cr | ₹268 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 | 0.3% | -0.38% |
| 6 Month | 3.39% | 3.87% |
| 1 Year | 5.18% | 5.52% |
| 3 Year | 7.78% | 9.92% |
| 5 Year | 8.37% | 10.26% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.79% | 2.04% |
| 1 Year | 6.2% | 6.68% |
| 3 Year | 7.87% | 10.14% |
| 5 Year | 7.52% | 9.48% |
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 | 2.37% | 3.74% |
| Sharp | 0.70% | 1.09% |
| Beta | - | - |
| Alpha | - | - |
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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 | 36.74 | 34.53 |
| Large Cap | 60.47 | 58.7 |
| Mid Cap | 2.79 | 5.84 |
| Small Cap | - | 0.92 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 33.2 | 33.7 |
| Energy | 3.97 | 5.48 |
| Technology | 7.1 | 4.28 |
| Consumer Defensive | 6.1 | 4.45 |
| Industrials | 2.93 | 9.91 |
| Basic Materials | 8.37 | 4.38 |
| Financial Services | 21.8 | 22.05 |
| Healthcare | 4.41 | 3.23 |
| Consumer Cyclical | 5.56 | 1.45 |
| Utilities | 2.07 | 4.7 |
| Communication Services | 4.49 | 6.35 |
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