Tata Focused Equity Fund vs BANDHAN Focused Equity Fund compare
Bandhan Focused Fund - Regular Plan - Growth
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
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) | ₹1919 Cr | ₹1813 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 | 1.41% | 2.14% |
6 Month | 16.95% | 15.36% |
1 Year | 0.54% | -4.99% |
3 Year | 18.21% | 15.87% |
5 Year | 17.22% | 20.02% |
SIP Return Analysis
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.66% | 3.9% |
1 Year | 7.26% | 8.22% |
3 Year | 17.91% | 13.85% |
5 Year | 16.06% | 14.8% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
1 Year | 11.83% | 19.73% |
3 Year | 12.31% | 18.87% |
5 Year | 9.8% | 21.71% |
Risk Management
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.07% | 13.13% |
Sharp | 0.68% | 0.62% |
Beta | 0.90% | 0.93% |
Alpha | 2.48% | 0.77% |
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 | 5.27 | 6.52 |
Large Cap | 52.65 | 60.55 |
Small Cap | 26.34 | 16.22 |
Mid Cap | 15.73 | 16.71 |
Sector Allocation
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
---|---|---|
Others | 5.27 | 5.95 |
Energy | 2.52 | 4.16 |
Technology | 10.27 | 15.15 |
Industrials | 3.59 | 10.15 |
Financial Services | 36.07 | 25.71 |
Consumer Cyclical | 4.62 | 8.11 |
Consumer Defensive | 9.72 | 2.05 |
Communication Services | 2.26 | - |
Healthcare | 12.65 | 17.28 |
Basic Materials | 2.97 | 2.45 |
Utilities | 2.64 | 6.75 |
Real Estate | 7.42 | 2.23 |
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