BANDHAN Equity Savings Fund vs HDFC Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

Invest Now

tortoise-icon BANDHAN 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 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 Low to Moderate
Asset Size (Cr) ₹4611 Cr ₹128 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹300 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 09 Jun 2008
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark NIFTY Equity Savings TRI CRISIL Equity Saving
Turn Over 27.79% 22%
Expense Ratio 1.92 1.37
Manager Anil Bamboli Harshal Joshi
ISIN Code INF179K01AM7 INF194K01581
Exits Load Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365 Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN BANDHAN Equity Savings Fund - Regular Plan - Growth
1 Month -1.95% -0.16%
6 Month 3.87% 4%
1 Year 14.02% 9.55%
3 Year 9.39% 6.49%
5 Year 10.97% 7.95%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN BANDHAN Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 10.47% 7.87%
3 Year 12.22% 8.2%
5 Year 12.39% 8.19%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN BANDHAN Equity Savings Fund - Regular Plan - Growth
1 Year 8.56% 6.86%
3 Year 9.9% 7.06%
5 Year 9.43% 6.86%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN BANDHAN Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.68% 2.76%
Sharp 0.9% 0.25%
Beta 0.88% 0.55%
Alpha 1.46% -1.08%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 31.73 29.7
Large Cap 56.66 64.94
Mid Cap 6.39 5.36
Small Cap 5.22 -

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

BANDHAN Equity Savings Fund - Regular Plan - Growth

Others 31.73 52.61
Petroleum Products 2.82 -
IT - Software 3.06 -
Construction 1.79 0.89
Finance 1.58 -
Ferrous Metals 2.51 -
Diversified FMCG 2.24 -
Non - Ferrous Metals 0.6 -
Banks 18.84 -
Realty 1.58 -
Pharmaceuticals & Biotechnology 5.1 -
Automobiles 5.46 -
Aerospace & Defense 0.42 -
Cement & Cement Products 0.36 -
Fertilizers & Agrochemicals 0.51 -
Power 3.48 -
Insurance 1.32 0.26
Entertainment 0.22 -
Agricultural Food & other Products 0.02 -
Agricultural, Commercial & Construction Vehicles 1.97 -
Oil 0.36 -
Consumer Durables 3.57 -
Telecom - Services 1.57 -
Auto Components 0.83 -
Healthcare Services 0.53 -
Chemicals & Petrochemicals 0.19 -
Transport Infrastructure 2.77 -
Consumable Fuels 0.48 -
Beverages 4.09 -
Technology - 2.6
Services - 0.42
Financial - 19.33
Metals & Mining - 0.7
Energy - 3.16
Automobile - 1.7
Healthcare - 0.87
Consumer Staples - 1.73
Chemicals - -0.02
Sovereign - 5.95
Materials - 0.97
Consumer Discretionary - 0.3
Communication - 0.75
Unclassified - 7.78

Top Comparisons

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns15.02%

VS

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

3Y Returns15.02%

Compare Now

Invesco India Infrastructure Fund - Growth Option Invesco India Infrastructure Fund - Growth Option

3Y Returns24.79%

VS

DSP India T.I.G.E.R. Fund - Regular Plan - Growth DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns28.6%

Compare Now

ICICI Prudential Corporate Bond Fund - Growth ICICI Prudential Corporate Bond Fund - Growth

3Y Returns6.44%

VS

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns6.48%

Compare Now

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.41%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns6.16%

Compare Now
Request call back
Add to Cart Successfully