Tata Large & Mid Cap Fund vs BANDHAN Core Equity Fund compare
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹10231 Cr | ₹8501 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Aug 2005 | 31 Mar 2003 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 71% | 10.69% |
Expense Ratio | 1.78 | 1.77 |
Manager | Manish Gunwani | Chandraprakash Padiyar |
ISIN Code | INF194K01524 | INF277K01428 |
Exits Load | Bandhan Core Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large & Mid Cap 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 Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 2.91% | 1.22% |
6 Month | 18.11% | 11.86% |
1 Year | -1.68% | -5.84% |
3 Year | 22.87% | 13.27% |
5 Year | 25.28% | 19.33% |
SIP Return Analysis
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 5.04% | 1.08% |
1 Year | 14.21% | 5.18% |
3 Year | 22.16% | 11.71% |
5 Year | 21.88% | 14.13% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 13.51% | 16.09% |
3 Year | 12.23% | 15.41% |
5 Year | 11.2% | 14.46% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.47% | 11.3% |
Sharp | 1.11% | 0.63% |
Beta | 0.96% | 0.88% |
Alpha | 8.04% | -1.81% |
Fund Managers
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Name | Manish Gunwani | Chandraprakash Padiyar |
Total AUM | ₹8731 Cr | ₹15627 Cr |
Funds Managed | 4 | 3 |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 8.16 | 8.71 |
Large Cap | 38.79 | 43.85 |
Small Cap | 13.63 | 13.17 |
Mid Cap | 39.42 | 34.26 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 5.26 | 7.61 |
Energy | 3.78 | 4.44 |
Technology | 10.04 | 2.43 |
Consumer Cyclical | 9.6 | 5.22 |
Industrials | 9.53 | 10.01 |
Financial Services | 29.98 | 31.09 |
Basic Materials | 7.25 | 14.62 |
Healthcare | 6.79 | 6.77 |
Real Estate | 3.67 | 3.67 |
Communication Services | 4.54 | 5.67 |
Consumer Defensive | 6.73 | 6.3 |
Utilities | 2.83 | 2.18 |
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