Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

BANDHAN Focused Equity Fund vs Tata Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Bandhan Focused Fund - Regular Plan - Growth

Invest Now

tortoise-icon Tata Focused Fund-Regular Plan-Growth

Invest Now

Chart Comparison

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

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) ₹2086 Cr ₹1866 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 -1.92% 0.49%
6 Month 1.92% 4.53%
1 Year -3.64% -1.37%
3 Year 18.06% 14.15%
5 Year 15.1% 16.98%

SIP Return Analysis

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
6 Month -0.03% 2.17%
1 Year 9.32% 13.17%
3 Year 15.6% 12.51%
5 Year 14.99% 13.63%

Rolling Lumpsum Returns

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
1 Year 11.33% 17.17%
3 Year 12.45% 18.34%
5 Year 10.07% 20.03%

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 1.54 10.53
Large Cap 48.19 67.26
Small Cap 33.58 11.11
Mid Cap 16.69 11.11

Sector Allocation

Scheme Name

Bandhan Focused Fund - Regular Plan - Growth

Tata Focused Fund-Regular Plan-Growth

Others 1.54 8.02
Energy 2.54 4.43
Technology 9.79 13.26
Industrials 3.69 9.24
Financial Services 33.59 27.81
Consumer Cyclical 4.27 8.09
Consumer Defensive 15.22 1.85
Communication Services 2.26 -
Healthcare 14.96 12.23
Basic Materials 3.06 5.98
Utilities 2.01 5.57
Real Estate 7.07 3.53

Top Comparisons

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns22.39%

VS

Nippon India Focused Fund - Growth Plan -Growth Option Nippon India Focused Fund - Growth Plan -Growth Option

3Y Returns13.66%

Compare Now

Bajaj Finserv Overnight Fund Regular - Growth Bajaj Finserv Overnight Fund Regular - Growth

3Y Returns0%

VS

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.34%

Compare Now

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns7.57%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns7.36%

Compare Now

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns7.61%

VS

Nippon India Gilt Fund - Growth Plan - Growth Option Nippon India Gilt Fund - Growth Plan - Growth Option

3Y Returns6.22%

Compare Now
Add to Cart Successfully