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 | ₹1819 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 | 4.11% | 2.14% |
| 6 Month | 9.83% | 7.01% |
| 1 Year | 5.01% | 0.78% |
| 3 Year | 19.06% | 14.82% |
| 5 Year | 17.85% | 20.13% |
SIP Return Analysis
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.16% | 0.92% |
| 1 Year | 5.38% | 5.83% |
| 3 Year | 15.78% | 11.33% |
| 5 Year | 15.02% | 13.25% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.59% | 18.6% |
| 3 Year | 12.35% | 18.64% |
| 5 Year | 9.88% | 20.38% |
Risk Management
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.03% | 12.52% |
| Sharp | 0.86% | 0.65% |
| Beta | 0.92% | 0.91% |
| Alpha | 3.34% | -0.40% |
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 | 2.27 | 9.03 |
| Large Cap | 50.93 | 58.64 |
| Small Cap | 31.5 | 15.38 |
| Mid Cap | 15.29 | 16.95 |
Sector Allocation
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.27 | 6.62 |
| Energy | 2.47 | 4.17 |
| Technology | 9.62 | 14.36 |
| Industrials | 3.54 | 10.69 |
| Financial Services | 35.83 | 26.1 |
| Consumer Cyclical | 4.57 | 8.37 |
| Consumer Defensive | 12.97 | 1.94 |
| Communication Services | 2.19 | - |
| Healthcare | 13.79 | 16.76 |
| Basic Materials | 3.26 | 2.36 |
| Utilities | 2.15 | 6.34 |
| Real Estate | 7.35 | 2.29 |
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