BANDHAN Focused Equity Fund vs Tata Focused Equity Fund compare
Bandhan Focused Fund - Regular Plan - Growth
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹2090 Cr | ₹1881 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 | BSE 500 | NIFTY 500 TRI |
| Turn Over | 87% | 32.33% |
| Expense Ratio | 2.09 | 2.04 |
| Manager | Ritika Behera | Kapil Malhotra |
| ISIN Code | INF194K01466 | INF277K010Y2 |
| 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 | Tata 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 | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -0.53% | 0.21% |
| 6 Month | 2.68% | 4.11% |
| 1 Year | 0.39% | 1.39% |
| 3 Year | 19.47% | 14.89% |
| 5 Year | 15.74% | 17.13% |
SIP Return Analysis
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.9% | 0.22% |
| 1 Year | 6.66% | 7.66% |
| 3 Year | 15.19% | 11.47% |
| 5 Year | 15.03% | 13.26% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.24% | 16.84% |
| 3 Year | 12.47% | 18.29% |
| 5 Year | 10.09% | 19.98% |
Risk Management
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.09% | 12.46% |
| Sharp | 0.81% | 0.59% |
| Beta | 0.93% | 0.90% |
| Alpha | 3.40% | -0.41% |
Fund Managers
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Ritika Behera | Kapil Malhotra |
| Total AUM | ₹43013 Cr | ₹18472 Cr |
| Funds Managed | 19 | 7 |
| Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.55 | 7.53 |
| Large Cap | 48.45 | 71.56 |
| Small Cap | 34.5 | 9.81 |
| Mid Cap | 16.5 | 11.1 |
Sector Allocation
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.55 | 5.77 |
| Energy | 2.68 | 4.63 |
| Technology | 9.83 | 12.83 |
| Industrials | 3.72 | 9.29 |
| Financial Services | 33.79 | 27.61 |
| Consumer Cyclical | 4.22 | 10.1 |
| Consumer Defensive | 16.52 | 1.84 |
| Communication Services | 2.31 | - |
| Healthcare | 14.69 | 12.97 |
| Basic Materials | 2.8 | 6.64 |
| Utilities | 1.94 | 5.47 |
| Real Estate | 6.95 | 2.86 |
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