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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) | ₹265 Cr | ₹650 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 | 1.1% | 1.78% |
| 6 Month | 2.9% | 2.9% |
| 1 Year | 7.34% | 7.84% |
| 3 Year | 7.57% | 11.09% |
| 5 Year | 9.23% | 12.89% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.98% | 2.53% |
| 1 Year | 6.07% | 5.91% |
| 3 Year | 8.17% | 11.02% |
| 5 Year | 7.8% | 11.08% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.93% | 10.67% |
| 3 Year | 7.01% | 10.51% |
| 5 Year | 6.88% | 10.63% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.635% | 4.5% |
| Sharp | 0.16% | 0.58% |
| Beta | - | 0.93% |
| Alpha | - | 1.5% |
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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 | 31.35 | 33.21 |
| Large Cap | 61.86 | 62.93 |
| Mid Cap | 6.8 | 3.86 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.33 | 32.7 |
| Energy | 3.62 | 3.63 |
| Technology | 7.28 | 7.79 |
| Consumer Defensive | 5.88 | 2.03 |
| Industrials | 3.68 | 2.32 |
| Basic Materials | 7.79 | 8.43 |
| Financial Services | 24.02 | 24.76 |
| Healthcare | 5.37 | 2.31 |
| Consumer Cyclical | 5.77 | 9.63 |
| Utilities | 2.41 | 2.34 |
| Communication Services | 2.84 | 3.53 |
| Real Estate | - | 0.53 |
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