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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) ₹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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