BANDHAN Equity Savings Fund vs Tata Equity Savings Fund compare

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

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tortoise-icon Tata Equity Savings Fund -Regular Plan-Growth Option

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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 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 Moderate
Asset Size (Cr) ₹194 Cr ₹216 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 1.09 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 -0.16% 1.09%
6 Month 4% 3.72%
1 Year 9.55% 11.72%
3 Year 6.49% 9.08%
5 Year 7.95% 9.27%

SIP Return Analysis

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month - -
1 Year - 9.63%
3 Year - 11.11%
5 Year - 10.38%

Rolling Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year 6.86% 6.98%
3 Year 7.06% 7.02%
5 Year 6.86% 6.87%

Risk Management

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation 2.76% 3.99%
Sharp 0.25% 0.72%
Beta 0.55% 0.82%
Alpha -1.08% 0.33%

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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
Fund Manage 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 29.7 30.31
Large Cap 64.94 14.56
Mid Cap 5.36 4.11
Small Cap - 1.34

Sector Allocation

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 52.61 30.31
Insurance 0.26 -0.01
Technology 2.6 -
Services 0.42 -
Financial 19.33 -
Construction 0.89 0.85
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 -
Telecom - Services - 0.85
Petroleum Products - 1.75
Electrical Equipment - 0.36
Pharmaceuticals & Biotechnology - 1.32
Cement & Cement Products - 0.49
Finance - 0.92
Diversified FMCG - 0.67
Banks - 5.18
Agricultural, Commercial & Construction Vehicles - 0.45
Ferrous Metals - 0.2
IT - Software - 2.76
Industrial Products - 0.44
Auto Components - 0.56
Financial Technology (Fintech) - 0.34
Automobiles - 0.3
Industrial Manufacturing - 0.46
Transport Services - 0.41
Power - 1.04
Transport Infrastructure - -0.03
Consumer Durables - 0.7

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