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 Equity Fund - Regular Plan - Growth

Invest Now

tortoise-icon Tata Focused Equity 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 Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Fund BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1746 Cr ₹1739 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 Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Month 6.54% 6.01%
6 Month -4.33% -7.11%
1 Year 12.63% 4.69%
3 Year 18.14% 15.76%
5 Year 21.38% 23.33%

SIP Return Analysis

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month -1.72% -0.77%
1 Year -0.87% -6.73%
3 Year 17.96% 13.58%
5 Year 16.25% 15.69%

Rolling Lumpsum Returns

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Year 11.87% 22.62%
3 Year 12.11% 19.32%
5 Year 9.62% 18.37%

Risk Management

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 15.285% 14.255%
Sharp 0.477% 0.518%
Beta 0.931% 0.995%
Alpha 1.046% -0.625%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Name Ritika Behera Kapil Malhotra
Total AUM ₹43013 Cr ₹18472 Cr
Funds Managed 19 7
BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth

Market Cap

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 13.32 4.77
Large Cap 49.65 58.06
Mid Cap 23.23 16.49
Small Cap 13.8 20.69

Sector Allocation

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 13.32 4.77
Energy 4.26 4.04
Technology 11.9 12.7
Industrials 5.15 13.18
Financial Services 25.37 28.27
Consumer Cyclical 11.11 16.91
Consumer Defensive 3.47 -
Communication Services 3.74 1.99
Healthcare 8.41 7.4
Utilities 5.75 6.35
Real Estate 7.52 2.06
Basic Materials - 2.32

Top Comparisons

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

3Y Returns13.39%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns21.55%

Compare Now

Kotak Small Cap Fund Regular Growth Kotak Small Cap Fund Regular Growth

3Y Returns14.31%

VS

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns20.19%

Compare Now

Tata Nifty MidSmall Healthcare Index Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now

SBI Short Term Debt Fund - Regular Plan -Growth SBI Short Term Debt Fund - Regular Plan -Growth

3Y Returns7.16%

VS

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.3%

Compare Now
Add to Cart Successfully