BANDHAN Equity Savings Fund vs SBI Equity Savings Fund compare

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

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

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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 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) ₹128 Cr ₹4866 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Jun 2008 01 May 2015
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark CRISIL Equity Saving NIFTY Equity Savings TRI
Turn Over 22% 39%
Expense Ratio 1.37 1.19
Manager Harshal Joshi Pradeep Kesavan
ISIN Code INF194K01581 INF200KA1DA4
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 0.10% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth
1 Month 0.3% 1.83%
6 Month 5.25% 10.16%
1 Year 10.56% 15.48%
3 Year 6.99% 10.39%
5 Year 8.51% 12.28%

SIP Return Analysis

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 4.73% 7.52%
3 Year 12.47% 20.51%
5 Year 22.66% 35.97%

Rolling Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth
1 Year 8.09% 11.78%
3 Year 18.5% 28.27%
5 Year 23.81% 38.1%

Risk Management

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth
Standard Deviation 2.76% 4.73%
Sharp 0.25% 0.69%
Beta 0.55% 0.83%
Alpha -1.08% 1.59%

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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
Fund Manage 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 29.7 26.22
Large Cap 64.94 35.85
Mid Cap 5.36 8.09
Small Cap - 9.59

Sector Allocation

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

SBI Equity Savings Fund - Regular Plan - Growth

Others 52.61 40.65
Insurance 0.26 -
Technology 2.6 -9.7144514654701E-17
Services 0.42 1.62
Financial 19.33 14.68
Construction 0.89 2.55
Metals & Mining 0.7 1.08
Energy 3.16 2.74
Automobile 1.7 0.74
Healthcare 0.87 3.2959746043559E-17
Consumer Staples 1.73 -6.9388939039072E-17
Chemicals -0.02 -
Sovereign 5.95 6.11
Materials 0.97 2.35
Consumer Discretionary 0.3 2
Communication 0.75 2.95
Unclassified 7.78 -
Capital Goods - 0.71
Textiles - 1.57

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