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) | ₹10818 Cr | ₹8510 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 | 0.93% | 0.35% |
6 Month | 11.4% | 5.62% |
1 Year | 3.14% | -2.65% |
3 Year | 24.73% | 14.78% |
5 Year | 25.59% | 19.49% |
SIP Return Analysis
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 3.42% | -0.14% |
1 Year | 15.62% | 6.08% |
3 Year | 21.47% | 11.18% |
5 Year | 21.62% | 13.75% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 13.21% | 15.92% |
3 Year | 12.32% | 15.25% |
5 Year | 11.26% | 14.51% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.37% | 11.3% |
Sharp | 1.19% | 0.64% |
Beta | 0.98% | 0.89% |
Alpha | 7.29% | -2.84% |
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 | 8.81 | 7.72 |
Large Cap | 35.86 | 43.92 |
Mid Cap | 40.89 | 34.04 |
Small Cap | 14.44 | 14.32 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 5.11 | 5.85 |
Energy | 3.74 | 4.49 |
Technology | 8.77 | 3.38 |
Consumer Cyclical | 11.03 | 5.5 |
Industrials | 8.68 | 9.83 |
Financial Services | 28.6 | 31.25 |
Healthcare | 7.68 | 5.63 |
Real Estate | 3.49 | 3.93 |
Basic Materials | 8.26 | 14.29 |
Communication Services | 5.45 | 5.82 |
Consumer Defensive | 7.48 | 7.56 |
Utilities | 1.71 | 2.45 |
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