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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) ₹1919 Cr ₹1813 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 1.41% 2.14%
6 Month 16.95% 15.36%
1 Year 0.54% -4.99%
3 Year 18.21% 15.87%
5 Year 17.22% 20.02%

SIP Return Analysis

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
6 Month 2.66% 3.9%
1 Year 7.26% 8.22%
3 Year 17.91% 13.85%
5 Year 16.06% 14.8%

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 14.07% 13.13%
Sharp 0.68% 0.62%
Beta 0.90% 0.93%
Alpha 2.48% 0.77%

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 5.27 6.52
Large Cap 52.65 60.55
Small Cap 26.34 16.22
Mid Cap 15.73 16.71

Sector Allocation

Scheme Name

Bandhan Focused Fund - Regular Plan - Growth

Tata Focused Fund-Regular Plan-Growth

Others 5.27 5.95
Energy 2.52 4.16
Technology 10.27 15.15
Industrials 3.59 10.15
Financial Services 36.07 25.71
Consumer Cyclical 4.62 8.11
Consumer Defensive 9.72 2.05
Communication Services 2.26 -
Healthcare 12.65 17.28
Basic Materials 2.97 2.45
Utilities 2.64 6.75
Real Estate 7.42 2.23

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