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BANDHAN Sterling Value Fund vs Tata Equity PE Fund Regular Plan compare

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tortoise-icon BANDHAN Sterling Value Fund - Regular Plan - Growth

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tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Tata Equity PE Fund Regular Plan -(Growth Option)
Fund BANDHAN Sterling Value Fund - Regular Plan - Growth Tata Equity PE Fund Regular Plan -(Growth Option)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9587 Cr ₹8068 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Mar 2008 29 Jun 2004
Category Value Value
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 48.01%
Expense Ratio 1.77 1.79
Manager Ritika Behera Amey Sathe
ISIN Code INF194K01342 INF277K01451
Exits Load Bandhan Sterling Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Equity PE 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 Sterling Value Fund - Regular Plan - Growth Tata Equity PE Fund Regular Plan -(Growth Option)
1 Month 3.26% 2.39%
6 Month -4.15% -7.76%
1 Year 4.29% 2.53%
3 Year 16.66% 19.26%
5 Year 32.83% 23.73%

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month 1.04% -0.03%
1 Year -5.28% -8.83%
3 Year 16.54% 17.95%
5 Year 21.75% 19.17%

Rolling Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Tata Equity PE Fund Regular Plan -(Growth Option)
1 Year 13.57% 17.28%
3 Year 17.79% 16.64%
5 Year 16.52% 14.99%

Risk Management

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Tata Equity PE Fund Regular Plan -(Growth Option)
Standard Deviation 13.72% 12.45%
Sharp 0.672% 0.71%
Beta 0.912% 0.98%
Alpha 3.11% 3.78%

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Fund Managers

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Tata Equity PE Fund Regular Plan -(Growth Option)
Name Ritika Behera Amey Sathe
Total AUM ₹43013 Cr ₹11910 Cr
Funds Managed 19 4
BANDHAN Sterling Value Fund - Regular Plan - Growth Tata Equity PE Fund Regular Plan -(Growth Option)

Market Cap

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 9.33 13.21
Large Cap 59.51 52.87
Small Cap 16.41 21.21
Mid Cap 14.74 12.71

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 9.28 9.72
Basic Materials 8.56 3.94
Energy 8.1 9.89
Technology 8.39 7.07
Industrials 8.15 0.38
Financial Services 28.95 35.86
Healthcare 5.86 5.18
Consumer Cyclical 10.93 10.42
Consumer Defensive 7.36 6.83
Utilities 2.62 6.17
Real Estate 1.78 -
Communication Services - 4.54

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