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BANDHAN Sterling Value Fund vs Tata Equity PE Fund Regular Plan compare
Bandhan Value Fund - Regular Plan - Growth
Tata Value Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Tata Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Bandhan Value Fund - Regular Plan - Growth | Tata Value Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹9841 Cr | ₹8348 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 | 1.8 |
| 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 Value Fund - Regular Plan - Growth | Tata Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.67% | 2.4% |
| 6 Month | 12.85% | 14.52% |
| 1 Year | -5.14% | -8.05% |
| 3 Year | 17.45% | 18.71% |
| 5 Year | 26.33% | 20.88% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Tata Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.56% | 2.23% |
| 1 Year | 6.57% | 5.47% |
| 3 Year | 14.28% | 15.74% |
| 5 Year | 17.81% | 17.36% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Tata Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.24% | 16.18% |
| 3 Year | 17.87% | 16.92% |
| 5 Year | 16.89% | 15.18% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Tata Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.97% | 12.45% |
| Sharp | 0.79% | 0.81% |
| Beta | 0.86% | 1.04% |
| Alpha | 2.68% | 1.95% |
Fund Managers
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Tata Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Ritika Behera | Amey Sathe |
| Total AUM | ₹43013 Cr | ₹11910 Cr |
| Funds Managed | 19 | 4 |
| Bandhan Value Fund - Regular Plan - Growth | Tata Value Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Tata Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.95 | 8.74 |
| Large Cap | 61.17 | 56.72 |
| Small Cap | 16.38 | 21.29 |
| Mid Cap | 13.49 | 13.24 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Tata Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.95 | 4.93 |
| Energy | 9.33 | 9.88 |
| Technology | 8.1 | 7.54 |
| Basic Materials | 7.91 | 4.03 |
| Industrials | 5.88 | 4.38 |
| Financial Services | 32.61 | 36.48 |
| Healthcare | 5.72 | 4.37 |
| Consumer Cyclical | 11.37 | 10.83 |
| Consumer Defensive | 6.78 | 7.5 |
| Real Estate | 1.24 | 0.51 |
| Utilities | 2.1 | 5.24 |
| Communication Services | - | 4.31 |
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