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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) ₹2090 Cr ₹1881 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 -0.2% 0.14%
6 Month 3.12% 4.34%
1 Year 0.11% 0.89%
3 Year 20.45% 15.73%
5 Year 15.54% 16.83%

SIP Return Analysis

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
6 Month -0.9% 0.22%
1 Year 6.66% 7.66%
3 Year 15.19% 11.47%
5 Year 15.03% 13.26%

Rolling Lumpsum Returns

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
1 Year 11.24% 16.84%
3 Year 12.47% 18.29%
5 Year 10.09% 19.98%

Risk Management

Scheme Name Bandhan Focused Fund - Regular Plan - Growth Tata Focused Fund-Regular Plan-Growth
Standard Deviation 14.09% 12.46%
Sharp 0.81% 0.59%
Beta 0.93% 0.90%
Alpha 3.40% -0.41%

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 0.55 7.53
Large Cap 48.45 71.56
Small Cap 34.5 9.81
Mid Cap 16.5 11.1

Sector Allocation

Scheme Name

Bandhan Focused Fund - Regular Plan - Growth

Tata Focused Fund-Regular Plan-Growth

Others 0.55 5.77
Energy 2.68 4.63
Technology 9.83 12.83
Industrials 3.72 9.29
Financial Services 33.79 27.61
Consumer Cyclical 4.22 10.1
Consumer Defensive 16.52 1.84
Communication Services 2.31 -
Healthcare 14.69 12.97
Basic Materials 2.8 6.64
Utilities 1.94 5.47
Real Estate 6.95 2.86

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