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Tata Large & Mid Cap Fund vs BANDHAN Core Equity Fund compare

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tortoise-icon Bandhan Large & Mid Cap Fund - Regular Plan - Growth

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tortoise-icon Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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