BANDHAN Focused Equity Fund vs Tata Focused Equity Fund compare

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tortoise-icon BANDHAN Focused Equity Fund - Regular Plan - Growth

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tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Fund BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1488 Cr ₹1588 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 16 Mar 2006 05 Dec 2019
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark S&P BSE 500 TRI NIFTY 500 TRI
Turn Over 87% 32.33%
Expense Ratio 2.12 2.06
Manager Ritika Behera Kapil Malhotra
ISIN Code INF194K01466 INF277K010Y2
Exits Load If unit beyond 10%, Exit load of 1% if redeemed within 1 year./365 For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Month 5.4% 7.04%
6 Month 15.97% 15.94%
1 Year 36.22% 42.33%
3 Year 17.4% 20.62%
5 Year 17.58% -

SIP Return Analysis

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year 15.22% 14.36%
3 Year 34.28% 35.49%
5 Year 59.48% 64.44%

Rolling Lumpsum Returns

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Year 19.04% 24.31%
3 Year 46.06% 54.89%
5 Year 68% 73.86%

Risk Management

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 12.64% 12.55%
Sharp 0.76% 0.95%
Beta 0.82% 0.97%
Alpha 0.43% 0.26%

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Fund Managers

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Name Ritika Behera Kapil Malhotra
Total AUM ₹43013 Cr ₹18472 Cr
Fund Manage 19 7
BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth

Market Cap

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Large Cap 63.7 57.48
Others 4.3 4.67
Small Cap 21.5 16.32
Mid Cap 10.5 21.53

Sector Allocation

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Financial 27.48 26.79
Others 4.3 4.67
Diversified 5.68 -
Energy 5.67 12.19
Healthcare 6.98 7.47
Services 14.4 12.47
Construction 7.36 5.14
Consumer Staples 7.33 -
Technology 2.89 9.76
Capital Goods 8.55 5.91
Automobile 8.35 8.46
Metals & Mining 1.01 -
Materials - 4.98
Insurance - 2.16

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