BANDHAN Equity Savings Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
BANDHAN Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Low to Moderate Risk |
Asset Size (Cr) | ₹5584 Cr | ₹265 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹300 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 09 Jun 2008 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
Turn Over | 27.79% | 22% |
Expense Ratio | 1.89 | 1.1 |
Manager | Anil Bamboli | Harshal Joshi |
ISIN Code | INF179K01AM7 | INF194K01581 |
Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.79% | 0.41% |
6 Month | -1.91% | 1.75% |
1 Year | 5.03% | 6.91% |
3 Year | 9.23% | 6.84% |
5 Year | 10.64% | 7.63% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 0.59% | 5.39% |
3 Year | 9.21% | 7.75% |
5 Year | 10.55% | 7.87% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.6% | 6.93% |
3 Year | 9.9% | 7.01% |
5 Year | 9.44% | 6.88% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.871% | 2.742% |
Sharp | 0.573% | 0.101% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Anil Bamboli | Harshal Joshi |
Total AUM | ₹135442 Cr | ₹42965 Cr |
Fund Manage | 12 | 20 |
HDFC Equity Savings Fund - GROWTH PLAN | BANDHAN Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 65.48 | -24.04 |
Large Cap | 57.55 | 61.11 |
Mid Cap | 5.1 | 6.8 |
Small Cap | 5.25 | - |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 65.48 | -24.04 |
Petroleum Products | 2.86 | 3.63 |
IT - Software | 3.63 | 7.91 |
Construction | 1.99 | 3.6 |
Finance | 1.26 | 3.87 |
Ferrous Metals | 2.22 | 1.13 |
Diversified FMCG | 2.02 | 2.66 |
Non - Ferrous Metals | 0.53 | - |
Banks | 19.19 | 19.93 |
Realty | 1.57 | - |
Pharmaceuticals & Biotechnology | 4.99 | 4.9 |
Automobiles | 7.11 | 4.97 |
Aerospace & Defense | 0.39 | - |
Cement & Cement Products | 0.32 | 2.31 |
Fertilizers & Agrochemicals | 0.57 | - |
Power | 3.39 | 2.7 |
Insurance | 1.72 | 0.76 |
Entertainment | 0.2 | - |
Agricultural Food & other Products | 0.02 | 0.29 |
Agricultural, Commercial & Construction Vehicles | 1.08 | - |
Oil | 0.32 | - |
Consumer Durables | 3.02 | 0.72 |
Telecom - Services | 1.67 | 2.89 |
Auto Components | 0.74 | 0.35 |
Healthcare Services | 0.52 | 0.43 |
Chemicals & Petrochemicals | 0.18 | 2.29 |
Transport Infrastructure | 2.52 | - |
Consumable Fuels | 0.41 | - |
Paper, Forest & Jute Products | 0.25 | - |
Beverages | 3.21 | - |
Personal Products | - | 1.53 |
Transport Services | - | 0.28 |
Food Products | - | 0.76 |
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