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) | ₹1839 Cr | ₹1796 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 | 3.03% | 3.91% |
6 Month | -2.4% | -2.3% |
1 Year | 8.55% | -0.25% |
3 Year | 22.35% | 19.93% |
5 Year | 20.46% | 22.23% |
SIP Return Analysis
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
6 Month | 8.95% | 7.96% |
1 Year | 11.94% | 5.2% |
3 Year | 20.93% | 15.45% |
5 Year | 17.91% | 16.34% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
1 Year | 11.86% | 20.84% |
3 Year | 12.23% | 18.86% |
5 Year | 9.75% | 19.02% |
Risk Management
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.89% | 14.17% |
Sharp | 0.85% | 0.72% |
Beta | 0.90% | 0.94% |
Alpha | 2.46% | -0.41% |
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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 | 12.58 | 8.09 |
Large Cap | 49.9 | 58.66 |
Mid Cap | 21.44 | 15.48 |
Small Cap | 16.07 | 17.77 |
Sector Allocation
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
---|---|---|
Others | 12.58 | 8.09 |
Energy | 4.38 | 4.4 |
Technology | 11.43 | 14.36 |
Industrials | 6.27 | 7.74 |
Financial Services | 29.88 | 28.45 |
Consumer Cyclical | 3.74 | 11.58 |
Consumer Defensive | 5.66 | 1.83 |
Basic Materials | 1.81 | 2.2 |
Communication Services | 3.84 | - |
Healthcare | 7.32 | 12.69 |
Utilities | 3.66 | 6.75 |
Real Estate | 9.43 | 1.93 |
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