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

BANDHAN Sterling Value Fund - Regular Plan - Growth

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Tata Equity PE Fund Regular Plan -(Growth Option)

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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)	₹9754 Cr	₹8485 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	07 Mar 2008	05 Jun 2004
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	15%	48.01%
Expense Ratio	1.75	1.78
Manager	Ritika Behera	Amey Sathe
ISIN Code	INF194K01342	INF277K01451
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365	For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
1 Month	0.71%	-0.06%
6 Month	9.16%	9.01%
1 Year	28.34%	32.92%
3 Year	20.9%	22.09%
5 Year	25.58%	20.85%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month	-	-
1 Year	12.05%	15.96%
3 Year	23.34%	27.8%
5 Year	28.13%	25.53%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
1 Year	13.19%	17.13%
3 Year	17.79%	16.47%
5 Year	16.38%	14.86%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
Standard Deviation	13.04%	12.45%
Sharp	1.23%	1.03%
Beta	0.86%	0.96%
Alpha	5.56%	5.16%

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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
Fund Manage	19	4
	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	5.99	8.82
Large Cap	62.52	50.82
Small Cap	17.58	24.76
Mid Cap	15.05	15.6

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	5.99	8.82
Petroleum Products	4.49	4.61
IT - Software	7.64	4.8
Construction	5.43	0.62
Finance	4.13	10.65
Banks	18.87	18.13
Non - Ferrous Metals	1.49	-
Pharmaceuticals & Biotechnology	6.52	5.72
Leisure Services	2.1	0.83
Electrical Equipment	2.53	-
Consumer Durables	2.36	2.05
Automobiles	5.78	2.64
Personal Products	1.41	-
Power	3.73	5.86
Insurance	3.65	-
Gas	1.71	0.88
Diversified FMCG	1.96	3.55
Oil	1.12	1.44
Chemicals & Petrochemicals	0.77	-
Auto Components	3.78	2.84
Cement & Cement Products	0.83	1.38
Transport Services	1.1	-
Industrial Products	0.68	0.73
Telecom - Services	1.04	2.5
Consumable Fuels	1.31	4.12
Commercial Services & Supplies	1.08	-
Retailing	1.39	1.68
Realty	1	-
Ferrous Metals	3.74	-
Beverages	1.9	3.61
Food Products	1.61	-
Textiles & Apparels	-	3.68
Aerospace & Defense	-	0.9
Capital Markets	-	5.19
Entertainment	-	1.69
Minerals & Mining	-	1.08