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

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BANDHAN Sterling Value Fund - Regular Plan - Growth

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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

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%

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%

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%

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%

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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
Funds Managed	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	9.33	5.92
Large Cap	59.51	59.79
Small Cap	16.41	21.15
Mid Cap	14.74	13.14

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