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) | ₹1974 Cr | ₹1825 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 | -1.6% | 1.36% |
6 Month | 10.68% | 9.27% |
1 Year | 7.03% | -1.64% |
3 Year | 17.71% | 15.74% |
5 Year | 17.78% | 20.16% |
SIP Return Analysis
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
6 Month | 4.95% | 4.28% |
1 Year | 6.2% | 2.71% |
3 Year | 18.56% | 13.36% |
5 Year | 16.48% | 14.78% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
1 Year | 11.83% | 19.73% |
3 Year | 12.31% | 18.87% |
5 Year | 9.8% | 21.71% |
Risk Management
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.73% | 13.16% |
Sharp | 0.87% | 0.73% |
Beta | 0.88% | 0.93% |
Alpha | 3.12% | 0.20% |
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 | 3.69 | 9.79 |
Large Cap | 53.11 | 56.53 |
Small Cap | 25.2 | 18.27 |
Mid Cap | 18 | 15.42 |
Sector Allocation
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
---|---|---|
Others | 3.69 | 9.79 |
Energy | 2.87 | 4.24 |
Technology | 10.85 | 13.58 |
Industrials | 3.52 | 7.99 |
Financial Services | 37.92 | 26.76 |
Consumer Cyclical | 4.17 | 9.41 |
Consumer Defensive | 9.19 | 1.93 |
Communication Services | 2.23 | - |
Healthcare | 12.27 | 15.33 |
Basic Materials | 3.15 | 2.36 |
Utilities | 2.62 | 6.83 |
Real Estate | 7.52 | 1.78 |
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