Link copied to clipboard!

BANDHAN Equity Savings Fund - Regular Plan - Growth

Invest Now

Axis Equity Savings Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

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)	₹355 Cr	₹936 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	0.82%	2.12%
6 Month	2.97%	4.05%
1 Year	5.8%	5.65%
3 Year	7.79%	10.24%
5 Year	8.11%	10.45%

SIP Return Analysis

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	1.44%	2.06%
1 Year	6.46%	8.08%
3 Year	7.52%	9.71%
5 Year	7.26%	9.17%

Rolling Lumpsum Returns

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
1 Year	6.87%	8.52%
3 Year	7.09%	8.78%
5 Year	6.94%	9.07%

Risk Management

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation	2.10%	5.09%
Sharp	0.46%	0.61%
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	33.79	34.21
Large Cap	60.94	53.1
Mid Cap	2.91	6.72
Small Cap	2.36	5.98

Sector Allocation

Scheme Name	BANDHAN Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Others	33.72	31.66
Energy	3.51	8.86
Technology	4.08	4.49
Consumer Defensive	7.28	2.95
Industrials	2.86	6.86
Basic Materials	8.87	4.98
Financial Services	23.84	22.39
Healthcare	4.45	6.29
Consumer Cyclical	8.25	6.7
Utilities	1.94	1.34
Communication Services	1.2	2.63
Real Estate	-	0.85

Top Comparisons

HDFC Banking and Financial Services Fund - Growth Option

3Y Returns17.47%

VS

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

3Y Returns17.26%

Compare Now

ITI Ultra Short Duration Fund Regular - Growth

3Y Returns6.39%

VS

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns7.03%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option

3Y Returns21.19%

VS

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns24.21%

Compare Now

Kotak Focused Fund- Regular plan _ Growth Option

3Y Returns16.88%

VS

Quant Focused Fund-Growth

3Y Returns14.89%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully