BANDHAN Equity Savings Fund vs Edelweiss Equity Savings Fund compare

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tortoise-icon BANDHAN Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Edelweiss Equity Savings 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 Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund BANDHAN Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹128 Cr ₹439 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Jun 2008 05 Oct 2014
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark CRISIL Equity Saving NIFTY Equity Savings TRI
Turn Over 22% 87%
Expense Ratio 1.37 1.56
Manager Harshal Joshi Dhawal Dalal
ISIN Code INF194K01581 INF843K01KG9
Exits Load Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days./365 Exit load of 0.25%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 0.3% 1.46%
6 Month 5.25% 8.36%
1 Year 10.56% 17.47%
3 Year 6.99% 9.74%
5 Year 8.51% 11.2%

SIP Return Analysis

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 4.73% 7.57%
3 Year 12.47% 18.17%
5 Year 22.66% 31.29%

Rolling Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 8.09% 10.33%
3 Year 18.5% 24.66%
5 Year 23.81% 33.06%

Risk Management

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 2.76% 3.86%
Sharp 0.25% 0.76%
Beta 0.55% 0.73%
Alpha -1.08% 0.63%

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Fund Managers

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name Harshal Joshi Dhawal Dalal
Total AUM ₹42965 Cr ₹25974 Cr
Fund Manage 20 12
BANDHAN Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 29.7 35.98
Large Cap 64.94 43.95
Mid Cap 5.36 15.51
Small Cap - 4.55

Sector Allocation

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 52.61 56.09
Insurance 0.26 -
Technology 2.6 2.13
Services 0.42 2.52
Financial 19.33 8.36
Construction 0.89 1.57
Metals & Mining 0.7 0.38
Energy 3.16 2.58
Automobile 1.7 2.04
Healthcare 0.87 1.85
Consumer Staples 1.73 1.65
Chemicals -0.02 0.47
Sovereign 5.95 15.22
Materials 0.97 0.9
Consumer Discretionary 0.3 -
Communication 0.75 0.96
Unclassified 7.78 2.43
Textiles - 0.17
Capital Goods - 0.67

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