Overview

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Low to Moderate	Moderate
Asset Size (Cr)	₹303 Cr	₹687 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	09 Jun 2008	30 Aug 2018
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Equity Saving	CRISIL Equity Saving
Turn Over	22%	387%
Expense Ratio	1.1	1.64
Manager	Harshal Joshi	V Srivatsa
ISIN Code	INF194K01581	INF789F1A744
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	UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	0.33%	0.16%
6 Month	3.37%	3.74%
1 Year	6.32%	6.5%
3 Year	8.51%	12.54%
5 Year	8.55%	12.44%

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	2.06%	2.73%
1 Year	6.36%	6.86%
3 Year	8.04%	10.73%
5 Year	7.63%	10.83%

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	6.93%	10.08%
3 Year	7.02%	10.5%
5 Year	6.91%	10.87%

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	2.52%	4.63%
Sharp	0.50%	0.99%
Beta	-	0.94%
Alpha	-	1%

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Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name	Harshal Joshi	V Srivatsa
Total AUM	₹42965 Cr	₹7921 Cr
Funds Managed	20	3
	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	31.35	31.68
Large Cap	61.86	29.9
Mid Cap	6.8	1.01

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	31.33	31.68
Energy	3.62	-
Technology	7.28	-
Consumer Defensive	5.88	-
Industrials	3.68	-
Basic Materials	7.79	-
Financial Services	24.02	-
Healthcare	5.37	-
Consumer Cyclical	5.77	-
Utilities	2.41	-
Communication Services	2.84	-
Telecom - Services	-	1.73
Petroleum Products	-	1.51
IT - Software	-	2.73
Personal Products	-	0
Construction	-	0.44
Ferrous Metals	-	0
Diversified FMCG	-	1.22
Non - Ferrous Metals	-	0.23
Banks	-	7.36
Cement & Cement Products	-	1.51
Pharmaceuticals & Biotechnology	-	1.89
Automobiles	-	4.15
Insurance	-	0.65
Diversified Metals	-	0.91
Oil	-	0.86
Realty	-	0.3
Finance	-	1.45
Consumable Fuels	-	0.66
Minerals & Mining	-	0
Transport Services	-	1.41
Power	-	1.9