Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

Link copied to clipboard!

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

Invest Now

tortoise-icon SBI 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 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

Top Comparisons

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns25.89%

VS

DSP Large & Mid Cap Fund - Regular Growth DSP Large & Mid Cap Fund - Regular Growth

3Y Returns20.61%

Compare Now

Kotak Focused Fund- Regular plan _ Growth Option Kotak Focused Fund- Regular plan _ Growth Option

3Y Returns17.44%

VS

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns16.93%

Compare Now

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns7.15%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns7.64%

Compare Now

HDFC Income Plus Arbitrage Active FOF - Growth HDFC Income Plus Arbitrage Active FOF - Growth

3Y Returns12.75%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns13.94%

Compare Now
Add to Cart Successfully