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Tata Focused Equity Fund vs BANDHAN Focused Equity Fund compare

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tortoise-icon BANDHAN Focused Equity Fund - Regular Plan - Growth

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tortoise-icon Tata Focused Equity 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 Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Fund BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1746 Cr ₹1739 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 Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Month 3.71% 1.47%
6 Month -5.93% -6.07%
1 Year 11.59% 2.37%
3 Year 22.46% 19.16%
5 Year 21.3% 22.79%

SIP Return Analysis

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month 7.1% 5.62%
1 Year 7.75% -0.48%
3 Year 20.02% 14.36%
5 Year 17.34% 15.72%

Rolling Lumpsum Returns

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity 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 Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 15.285% 14.255%
Sharp 0.477% 0.518%
Beta 0.931% 0.995%
Alpha 1.046% -0.625%

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Fund Managers

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

Market Cap

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 13.32 4.77
Large Cap 49.65 58.06
Mid Cap 23.23 16.49
Small Cap 13.8 20.69

Sector Allocation

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 13.32 4.77
Energy 4.26 4.04
Technology 11.9 12.7
Industrials 5.15 13.18
Financial Services 25.37 28.27
Consumer Cyclical 11.11 16.91
Consumer Defensive 3.47 -
Communication Services 3.74 1.99
Healthcare 8.41 7.4
Utilities 5.75 6.35
Real Estate 7.52 2.06
Basic Materials - 2.32

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