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BANDHAN Equity Savings Fund - Regular Plan - Growth

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹355 Cr	₹733 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	0.6%	1.75%
6 Month	2.78%	3.57%
1 Year	5.81%	6.69%
3 Year	7.63%	10.67%
5 Year	8.13%	12.04%

SIP Return Analysis

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	0.63%	0.64%
1 Year	4.79%	5.04%
3 Year	6.85%	8.36%
5 Year	6.85%	9.27%

Rolling Lumpsum Returns

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	6.87%	9.18%
3 Year	7.09%	10.57%
5 Year	6.94%	11.08%

Risk Management

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	2.08%	4.16%
Sharp	0.43%	0.91%
Beta	-	0.09%
Alpha	-	4.34%

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	33.79	33.93
Large Cap	60.94	63.2
Mid Cap	2.91	2.87
Small Cap	2.36	-

Sector Allocation

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	33.72	28.83
Energy	3.51	4.67
Technology	4.08	6.63
Consumer Defensive	7.28	2.08
Industrials	2.86	3.22
Basic Materials	8.87	9.53
Financial Services	23.84	23.92
Healthcare	4.45	2.7
Consumer Cyclical	8.25	9.19
Utilities	1.94	2.55
Communication Services	1.2	2.97
Real Estate	-	3.71

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