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) | ₹11799 Cr | ₹8829 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 | 0.15% | -1.26% |
| 6 Month | 6.2% | 0.63% |
| 1 Year | 4.86% | -1.99% |
| 3 Year | 22.43% | 11.99% |
| 5 Year | 22.61% | 16.37% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.84% | 0.29% |
| 1 Year | 18.23% | 6.82% |
| 3 Year | 20.38% | 9.86% |
| 5 Year | 20.86% | 12.62% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.95% | 15.66% |
| 3 Year | 12.48% | 15.13% |
| 5 Year | 11.5% | 14.58% |
Risk Management
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.31% | 12.55% |
| Sharp | 1.15% | 0.49% |
| Beta | 0.95% | 0.89% |
| Alpha | 4.33% | -4.12% |
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 | 9.06 | 5.95 |
| Large Cap | 36.36 | 42.59 |
| Small Cap | 14.57 | 15.26 |
| Mid Cap | 40.01 | 36.2 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 4.61 | 5.95 |
| Energy | 3.64 | - |
| Technology | 9.95 | - |
| Consumer Cyclical | 8.12 | - |
| Industrials | 9.16 | - |
| Financial Services | 31.72 | - |
| Healthcare | 8.29 | - |
| Real Estate | 3.67 | - |
| Basic Materials | 6.58 | - |
| Communication Services | 5.72 | - |
| Consumer Defensive | 7.44 | - |
| Utilities | 1.11 | - |
| Telecom - Services | - | 6.28 |
| Petroleum Products | - | 4.71 |
| IT - Software | - | 2.41 |
| Industrial Manufacturing | - | 2.16 |
| Cement & Cement Products | - | 5.27 |
| Construction | - | 1.66 |
| Finance | - | 7.01 |
| Banks | - | 23.61 |
| Pharmaceuticals & Biotechnology | - | 3.13 |
| Healthcare Services | - | 1.16 |
| IT - Services | - | 1.33 |
| Commercial Services & Supplies | - | 0.86 |
| Consumer Durables | - | 0.67 |
| Electrical Equipment | - | 0.66 |
| Diversified FMCG | - | 1.1 |
| Automobiles | - | 1.61 |
| Beverages | - | 5.86 |
| Diversified | - | 1.89 |
| Gas | - | 0.68 |
| Chemicals & Petrochemicals | - | 3.61 |
| Industrial Products | - | 3.1 |
| Leisure Services | - | 1.01 |
| Auto Components | - | 3.09 |
| Realty | - | 4.41 |
| Fertilizers & Agrochemicals | - | 4.26 |
| Agricultural Food & other Products | - | 0.61 |
| Power | - | 1.9 |
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