BANDHAN Equity Savings Fund vs Tata Equity Savings Fund compare
BANDHAN Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Fund | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹265 Cr | ₹250 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Jun 2008 | 18 Aug 2003 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
Turn Over | 22% | 59.93% |
Expense Ratio | 1.1 | 1.13 |
Manager | Harshal Joshi | Sailesh Jain |
ISIN Code | INF194K01581 | INF277K01907 |
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 | Tata 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 | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
1 Month | 1.01% | 2.06% |
6 Month | 1.36% | 1.05% |
1 Year | 6.83% | 8.86% |
3 Year | 7.03% | 8.82% |
5 Year | 10.66% | 11.54% |
SIP Return Analysis
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
6 Month | 1.37% | 1.04% |
1 Year | 5.03% | 4.95% |
3 Year | 7.78% | 10.16% |
5 Year | 7.64% | 9.64% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
1 Year | 6.93% | 7.05% |
3 Year | 7.01% | 7.05% |
5 Year | 6.88% | 6.89% |
Risk Management
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 2.635% | 4.048% |
Sharp | 0.16% | 0.516% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Name | Harshal Joshi | Sailesh Jain |
Total AUM | ₹42965 Cr | ₹17041 Cr |
Funds Managed | 20 | 7 |
BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
Market Cap
Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Others | 31.35 | 34.75 |
Large Cap | 61.86 | 55.69 |
Mid Cap | 6.8 | 8.02 |
Small Cap | - | 1.55 |
Sector Allocation
Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Others | 31.33 | 34.29 |
Energy | 3.62 | 6.21 |
Technology | 7.28 | 3.32 |
Consumer Defensive | 5.88 | 2.97 |
Industrials | 3.68 | 12.58 |
Basic Materials | 7.79 | 5.5 |
Financial Services | 24.02 | 19.96 |
Healthcare | 5.37 | 4.33 |
Consumer Cyclical | 5.77 | 0.83 |
Utilities | 2.41 | 4.59 |
Communication Services | 2.84 | 5.41 |
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