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Tata Focused Equity Fund vs BANDHAN Focused Equity Fund compare

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tortoise-icon Bandhan Focused Fund - Regular Plan - Growth

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tortoise-icon Tata Focused Fund-Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
Fund Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹1974 Cr ₹1819 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 16 Mar 2006 05 Dec 2019
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 87% 32.33%
Expense Ratio 2.09 2.04
Manager Ritika Behera Kapil Malhotra
ISIN Code INF194K01466 INF277K010Y2
Exits Load Bandhan Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Focused Equity 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 Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
1 Month 4.11% 2.14%
6 Month 9.83% 7.01%
1 Year 5.01% 0.78%
3 Year 19.06% 14.82%
5 Year 17.85% 20.13%

SIP Return Analysis

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
6 Month 0.16% 0.92%
1 Year 5.38% 5.83%
3 Year 15.78% 11.33%
5 Year 15.02% 13.25%

Rolling Lumpsum Returns

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
1 Year 11.59% 18.6%
3 Year 12.35% 18.64%
5 Year 9.88% 20.38%

Risk Management

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
Standard Deviation 14.03% 12.52%
Sharp 0.86% 0.65%
Beta 0.92% 0.91%
Alpha 3.34% -0.40%

Fund Managers

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
Name Ritika Behera Kapil Malhotra
Total AUM ₹43013 Cr ₹18472 Cr
Funds Managed 19 7
Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth

Market Cap

Scheme Name

Bandhan Focused Fund - Regular Plan - Growth

Tata Focused Fund-Regular Plan-Growth

Others 2.27 9.03
Large Cap 50.93 58.64
Small Cap 31.5 15.38
Mid Cap 15.29 16.95

Sector Allocation

Scheme Name

Bandhan Focused Fund - Regular Plan - Growth

Tata Focused Fund-Regular Plan-Growth

Others 2.27 6.62
Energy 2.47 4.17
Technology 9.62 14.36
Industrials 3.54 10.69
Financial Services 35.83 26.1
Consumer Cyclical 4.57 8.37
Consumer Defensive 12.97 1.94
Communication Services 2.19 -
Healthcare 13.79 16.76
Basic Materials 3.26 2.36
Utilities 2.15 6.34
Real Estate 7.35 2.29

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