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BANDHAN Focused Equity Fund vs Tata Focused Equity Fund compare

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tortoise-icon Bandhan Focused Fund - Regular Plan - Growth

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tortoise-icon Tata Focused Fund-Regular Plan-Growth

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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) ₹1974 Cr ₹1825 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 -1.6% 1.36%
6 Month 10.68% 9.27%
1 Year 7.03% -1.64%
3 Year 17.71% 15.74%
5 Year 17.78% 20.16%

SIP Return Analysis

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
6 Month 4.95% 4.28%
1 Year 6.2% 2.71%
3 Year 18.56% 13.36%
5 Year 16.48% 14.78%

Rolling Lumpsum Returns

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
1 Year 11.83% 19.73%
3 Year 12.31% 18.87%
5 Year 9.8% 21.71%

Risk Management

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
Standard Deviation 13.73% 13.16%
Sharp 0.87% 0.73%
Beta 0.88% 0.93%
Alpha 3.12% 0.20%

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 3.69 9.79
Large Cap 53.11 56.53
Small Cap 25.2 18.27
Mid Cap 18 15.42

Sector Allocation

Scheme Name

Bandhan Focused Fund - Regular Plan - Growth

Tata Focused Fund-Regular Plan-Growth

Others 3.69 9.79
Energy 2.87 4.24
Technology 10.85 13.58
Industrials 3.52 7.99
Financial Services 37.92 26.76
Consumer Cyclical 4.17 9.41
Consumer Defensive 9.19 1.93
Communication Services 2.23 -
Healthcare 12.27 15.33
Basic Materials 3.15 2.36
Utilities 2.62 6.83
Real Estate 7.52 1.78

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