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) | ₹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 |
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