BANDHAN Equity Savings Fund - Regular Plan - Growth
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderately High |
Asset Size (Cr) | ₹333 Cr | ₹939 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Jun 2008 | 14 Aug 2015 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
Turn Over | 22% | 34.8% |
Expense Ratio | 1.1 | 2.26 |
Manager | Harshal Joshi | Hardik Shah |
ISIN Code | INF194K01581 | INF846K01VO3 |
Exits Load | Bandhan Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.53% | 1.72% |
6 Month | 4.12% | 7.12% |
1 Year | 4.95% | 2.94% |
3 Year | 7.67% | 10% |
5 Year | 8% | 10.71% |
SIP Return Analysis
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.58% | 2.15% |
1 Year | 6.46% | 6.81% |
3 Year | 7.64% | 9.64% |
5 Year | 7.31% | 9.07% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.91% | 8.63% |
3 Year | 7.05% | 8.73% |
5 Year | 6.92% | 9.04% |
Risk Management
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.18% | 5.25% |
Sharp | 0.34% | 0.46% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Harshal Joshi | Hardik Shah |
Total AUM | ₹42965 Cr | ₹0 Cr |
Funds Managed | 20 | 12 |
BANDHAN Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.83 | 33.07 |
Large Cap | 61 | 54.93 |
Mid Cap | 2.78 | 6.34 |
Small Cap | 2.38 | 5.66 |
Sector Allocation
Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.78 | 30.65 |
Energy | 3.71 | 8.78 |
Technology | 6.65 | 6.52 |
Consumer Defensive | 6.85 | 3.07 |
Industrials | 2.98 | 6.62 |
Basic Materials | 8.79 | 4.69 |
Financial Services | 21.83 | 22.21 |
Healthcare | 4.51 | 6.12 |
Consumer Cyclical | 8.17 | 6.51 |
Utilities | 1.98 | 1.29 |
Communication Services | 0.76 | 2.66 |
Real Estate | - | 0.87 |
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