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) | ₹2090 Cr | ₹1881 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 | -0.79% | 0.79% |
| 6 Month | 0.92% | 3.27% |
| 1 Year | -2.09% | -0.47% |
| 3 Year | 19.24% | 15.02% |
| 5 Year | 14.85% | 16.24% |
SIP Return Analysis
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.86% | 2.8% |
| 1 Year | 9.67% | 13.01% |
| 3 Year | 15.18% | 11.99% |
| 5 Year | 14.89% | 13.36% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.21% | 16.72% |
| 3 Year | 12.48% | 18.24% |
| 5 Year | 10.09% | 19.91% |
Risk Management
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.64% | 12.55% |
| Sharp | 0.87% | 0.67% |
| Beta | 0.94% | 0.9% |
| Alpha | 2.94% | -0.69% |
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 | 0.5 | 5.77 |
| Large Cap | 50.39 | 73.32 |
| Small Cap | 30.78 | 9.81 |
| Mid Cap | 18.29 | 11.1 |
Sector Allocation
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.5 | 5.77 |
| Petroleum Products | 2.68 | 4.63 |
| IT - Software | 5.34 | 11.3 |
| Construction | 3.72 | 5.18 |
| Banks | 20.78 | 22.13 |
| Textiles & Apparels | 1.91 | 2.81 |
| Beverages | 6.4 | - |
| Finance | 11.27 | 2.07 |
| Diversified FMCG | 2.77 | 1.84 |
| IT - Services | 0.64 | - |
| Telecom - Services | 2.31 | - |
| Pharmaceuticals & Biotechnology | 14.69 | 6.47 |
| Chemicals & Petrochemicals | 2.8 | - |
| Capital Markets | 1.74 | - |
| Power | 1.94 | 5.46 |
| Retailing | 2.31 | - |
| Realty | 6.95 | 2.86 |
| Agricultural Food & other Products | 7.35 | - |
| Financial Technology (Fintech) | 3.86 | - |
| Healthcare Services | - | 6.5 |
| Cement & Cement Products | - | 6.64 |
| Automobiles | - | 1.56 |
| Insurance | - | 3.41 |
| Commercial Services & Supplies | - | 1.53 |
| Transport Infrastructure | - | 4.11 |
| Auto Components | - | 3.49 |
| Leisure Services | - | 2.24 |
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