BANDHAN Equity Savings Fund - Regular Plan - Growth
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderately High |
Asset Size (Cr) | ₹355 Cr | ₹6169 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Jun 2008 | 27 May 2015 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
Turn Over | 22% | 39% |
Expense Ratio | 1.1 | 1.43 |
Manager | Harshal Joshi | Pradeep Kesavan |
ISIN Code | INF194K01581 | INF200KA1DA4 |
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 | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.63% | 0.46% |
6 Month | 3.26% | 5.11% |
1 Year | 5.84% | 4.41% |
3 Year | 7.88% | 11.13% |
5 Year | 8.14% | 11.67% |
SIP Return Analysis
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.48% | 1.1% |
1 Year | 6.62% | 7.73% |
3 Year | 7.57% | 10.1% |
5 Year | 7.28% | 9.98% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.87% | 8.83% |
3 Year | 7.09% | 9.34% |
5 Year | 6.94% | 8.82% |
Risk Management
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.10% | 4.73% |
Sharp | 0.46% | 0.89% |
Beta | - | 0.2% |
Alpha | - | 3.92% |
Fund Managers
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Harshal Joshi | Pradeep Kesavan |
Total AUM | ₹42965 Cr | ₹434274 Cr |
Funds Managed | 20 | 43 |
BANDHAN Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.79 | 35.66 |
Large Cap | 60.94 | 38.21 |
Mid Cap | 2.91 | 11.35 |
Small Cap | 2.36 | 14.78 |
Sector Allocation
Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.72 | 27.28 |
Energy | 3.51 | 5.3 |
Technology | 4.08 | 1.67 |
Consumer Defensive | 7.28 | 1.33 |
Industrials | 2.86 | 8.99 |
Basic Materials | 8.87 | 10.71 |
Financial Services | 23.84 | 23.49 |
Healthcare | 4.45 | 2.26 |
Consumer Cyclical | 8.25 | 11.53 |
Utilities | 1.94 | 1.47 |
Communication Services | 1.2 | 0.4 |
Real Estate | - | 5.58 |
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