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BANDHAN Equity Savings Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹333 Cr | ₹714 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 | 0.52% | 1.11% |
| 6 Month | 4.11% | 5.87% |
| 1 Year | 5.02% | 3.82% |
| 3 Year | 7.67% | 10.64% |
| 5 Year | 7.96% | 11.74% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.58% | 1.27% |
| 1 Year | 6.46% | 6.12% |
| 3 Year | 7.64% | 9.28% |
| 5 Year | 7.31% | 9.81% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.91% | 9.59% |
| 3 Year | 7.05% | 10.61% |
| 5 Year | 6.92% | 11.01% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.18% | 4.5% |
| Sharp | 0.34% | 0.97% |
| Beta | - | 0.05% |
| Alpha | - | 4.02% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.41 | 34.86 |
| Large Cap | 60.99 | 62.4 |
| Mid Cap | 3.05 | 2.74 |
| Small Cap | 2.55 | - |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.35 | 32.18 |
| Energy | 3.91 | 4.99 |
| Technology | 6.87 | 7.35 |
| Consumer Defensive | 6.96 | 1.31 |
| Industrials | 3.12 | 3.39 |
| Basic Materials | 8.85 | 8.63 |
| Financial Services | 21.28 | 24.88 |
| Healthcare | 4.91 | 2.67 |
| Consumer Cyclical | 7.78 | 7.95 |
| Utilities | 2.17 | 2.4 |
| Communication Services | 0.79 | 2.97 |
| Real Estate | - | 1.28 |
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