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) | ₹9997 Cr | ₹8773 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 | -0.58% | -2.9% |
| 6 Month | 13.29% | 11.41% |
| 1 Year | 1.28% | -1.06% |
| 3 Year | 23.31% | 14.4% |
| 5 Year | 25.49% | 19.65% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.13% | 1.53% |
| 1 Year | 6.46% | 1.2% |
| 3 Year | 21.19% | 11.65% |
| 5 Year | 21.49% | 14.38% |
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 | 13.41% | 11.3% |
| Sharp | 1.25% | 0.89% |
| Beta | 0.95% | 0.88% |
| Alpha | 7.90% | -0.7% |
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 |
Top Comparisons
ICICI Prudential Flexicap Fund - Growth
3Y Returns17.36%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.37%
SBI Liquid Fund - Regular Plan -Growth
3Y Returns6.91%
Mirae Asset Liquid Fund - Growth
3Y Returns6.97%
Nippon India Conservative Hybrid Fund - Regular - Growth
3Y Returns8.68%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns9.68%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns26.81%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns25.01%