BANDHAN Focused Equity Fund vs SBI Focused Equity Fund compare
Bandhan Focused Fund - Regular Plan - Growth
SBI Focused Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Fund | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹1919 Cr | ₹37764 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 16 Mar 2006 | 08 Oct 2004 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | BSE 500 TRI |
Turn Over | 87% | 12% |
Expense Ratio | 2.09 | 1.57 |
Manager | Ritika Behera | Pradeep Kesavan |
ISIN Code | INF194K01466 | INF200K01370 |
Exits Load | Bandhan Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
1 Month | 1.41% | 3.83% |
6 Month | 16.95% | 15.28% |
1 Year | 0.54% | 6.24% |
3 Year | 18.21% | 15.37% |
5 Year | 17.22% | 19.51% |
SIP Return Analysis
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
6 Month | 2.66% | 4.48% |
1 Year | 7.26% | 14.96% |
3 Year | 17.91% | 16.76% |
5 Year | 16.06% | 15.2% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
1 Year | 11.83% | 16.19% |
3 Year | 12.31% | 15.37% |
5 Year | 9.8% | 16.68% |
Risk Management
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 14.07% | 12.03% |
Sharp | 0.68% | 0.8% |
Beta | 0.90% | 0.69% |
Alpha | 2.48% | 2.01% |
Fund Managers
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Name | Ritika Behera | Pradeep Kesavan |
Total AUM | ₹43013 Cr | ₹434274 Cr |
Funds Managed | 19 | 43 |
Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Others | 5.27 | 19.63 |
Large Cap | 52.65 | 43.07 |
Small Cap | 26.34 | 7.58 |
Mid Cap | 15.73 | 29.73 |
Sector Allocation
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Others | 5.27 | 2.82 |
Energy | 2.52 | - |
Technology | 10.27 | 4.51 |
Industrials | 3.59 | 4.39 |
Financial Services | 36.07 | 30.7 |
Consumer Cyclical | 4.62 | 21.29 |
Consumer Defensive | 9.72 | 5.36 |
Communication Services | 2.26 | 12.29 |
Healthcare | 12.65 | 2.87 |
Basic Materials | 2.97 | 10.42 |
Utilities | 2.64 | 5.34 |
Real Estate | 7.42 | - |
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