Tata Focused Equity Fund vs BANDHAN Focused Equity Fund compare
BANDHAN Focused Equity Fund - Regular Plan - Growth
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
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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