Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 8.1% 5.95%
6 Month 0.63% -2.46%
1 Year 6.84% 5.78%
3 Year 20.95% 23.17%
5 Year 34.74% 25.63%

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month 0.28% -1.1%
1 Year -6.79% -11.13%
3 Year 14.79% 15.83%
5 Year 20.22% 17.76%

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% 0.86%
Beta 0.912% 0.97%
Alpha 3.11% 3.52%

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 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 5.92
Large Cap 59.51 59.79
Small Cap 16.41 21.15
Mid Cap 14.74 13.14

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 9.28 5.92
Basic Materials 8.56 -
Energy 8.1 -
Technology 8.39 -
Industrials 8.15 -
Financial Services 28.95 -
Healthcare 5.86 -
Consumer Cyclical 10.93 -
Consumer Defensive 7.36 -
Utilities 2.62 -
Real Estate 1.78 -
Cement & Cement Products - 1.25
Petroleum Products - 4.87
Textiles & Apparels - 1.16
Banks - 20.12
IT - Software - 6.43
Leisure Services - 0.6
Pharmaceuticals & Biotechnology - 4.97
Consumer Durables - 1.28
Capital Markets - 7.17
Telecom - Services - 2.97
Finance - 12.19
Diversified FMCG - 3.32
Automobiles - 3.46
Gas - 0.92
Oil - 1.21
Realty - 1.33
Entertainment - 1.58
Auto Components - 1.44
Industrial Products - 0.78
Consumable Fuels - 4.79
Minerals & Mining - 1.09
Power - 5.65
Retailing - 1.68
Beverages - 3.82

Top Comparisons

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns6.74%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.55%

Compare Now

INVESCO INDIA LOW DURATION FUND - Regular - Growth INVESCO INDIA LOW DURATION FUND - Regular - Growth

3Y Returns6.28%

VS

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.94%

Compare Now

Kotak Credit Risk Fund - Growth Kotak Credit Risk Fund - Growth

3Y Returns6.86%

VS

HSBC Credit Risk Fund - Regular Growth HSBC Credit Risk Fund - Regular Growth

3Y Returns11.14%

Compare Now

WhiteOak Capital Flexi Cap Fund Regular Plan Growth WhiteOak Capital Flexi Cap Fund Regular Plan Growth

3Y Returns0%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns21.82%

Compare Now
Add to Cart Successfully