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) | ₹1947 Cr | ₹1847 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 | 0.27% | -0.72% |
6 Month | 8.28% | 6% |
1 Year | 10.07% | -2.74% |
3 Year | 19.15% | 16.43% |
5 Year | 19.22% | 20.85% |
SIP Return Analysis
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
6 Month | 7.64% | 3.09% |
1 Year | 10.09% | -0.81% |
3 Year | 20.82% | 13.5% |
5 Year | 17.87% | 15.19% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
1 Year | 11.86% | 20.84% |
3 Year | 12.23% | 18.86% |
5 Year | 9.75% | 19.02% |
Risk Management
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | Tata Focused Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.57% | 13.69% |
Sharp | 1.05% | 0.92% |
Beta | 0.91% | 0.93% |
Alpha | 2.46% | -0.56% |
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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 | 13.58 | 9.07 |
Large Cap | 49.19 | 57.74 |
Mid Cap | 19.36 | 15.54 |
Small Cap | 17.88 | 17.66 |
Sector Allocation
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
Tata Focused Fund-Regular Plan-Growth |
---|---|---|
Others | 13.58 | 9.07 |
Energy | 4.37 | 4.52 |
Technology | 10.96 | 14.61 |
Industrials | 4.59 | 7.84 |
Financial Services | 31.18 | 27.11 |
Consumer Defensive | 7.08 | 1.74 |
Communication Services | 2.37 | - |
Healthcare | 8.26 | 12.46 |
Basic Materials | 2.94 | 2.3 |
Utilities | 2.66 | 6.81 |
Consumer Cyclical | 3.63 | 11.59 |
Real Estate | 8.38 | 1.96 |
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