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) | ₹347 Cr | ₹707 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 | 0.3% | -0.89% |
6 Month | 3.39% | 3.33% |
1 Year | 5.18% | 4.04% |
3 Year | 7.78% | 10.91% |
5 Year | 8.37% | 11.94% |
SIP Return Analysis
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.79% | 1.61% |
1 Year | 6.2% | 5.43% |
3 Year | 7.87% | 9.92% |
5 Year | 7.52% | 10.34% |
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 | 2.37% | 4.5% |
Sharp | 0.70% | 1.44% |
Beta | - | 0.94% |
Alpha | - | 0.98% |
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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 | 36.74 | 35.27 |
Large Cap | 60.47 | 61.69 |
Mid Cap | 2.79 | 3.04 |
Sector Allocation
Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.2 | 33.75 |
Energy | 3.97 | 5.35 |
Technology | 7.1 | 7.2 |
Consumer Defensive | 6.1 | 1.27 |
Industrials | 2.93 | 2.84 |
Basic Materials | 8.37 | 8.7 |
Financial Services | 21.8 | 25.04 |
Healthcare | 4.41 | 2.11 |
Consumer Cyclical | 5.56 | 7.83 |
Utilities | 2.07 | 2.4 |
Communication Services | 4.49 | 3.52 |
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