BANDHAN Equity Savings Fund vs Tata Equity Savings Fund compare

Link copied to clipboard!

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

Invest Now

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

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 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 0.29% -0.47%
6 Month 1.78% 1.64%
1 Year 7.53% 9.9%
3 Year 6.5% 8.39%
5 Year 7.58% 9.03%

SIP Return Analysis

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month - -
1 Year 6.03% 7.41%
3 Year 7.84% 10.46%
5 Year 7.91% 9.96%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -23.75 30.31
Large Cap 64.46 14.56
Mid Cap 2.56 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 -23.75 30.31
Petroleum Products 3.95 1.75
IT - Software 7.97 2.76
Personal Products 1.61 -
Construction 3.4 0.85
Ferrous Metals 1.13 0.2
Consumer Durables 0.69 0.7
Diversified FMCG 2.66 0.67
Banks 18.99 5.18
Pharmaceuticals & Biotechnology 4.64 1.32
Cement & Cement Products 2.29 0.49
Automobiles 4.57 0.3
Transport Services 0.3 0.41
Insurance 0.77 -0.01
Agricultural Food & other Products 0.32 -
Food Products 0.73 -
Power 2.96 1.04
Finance 3.83 0.92
Chemicals & Petrochemicals 2.48 -
Auto Components 0.33 0.56
Telecom - Services 3.04 0.85
Healthcare Services 0.36 -
Electrical Equipment - 0.36
Agricultural, Commercial & Construction Vehicles - 0.45
Industrial Products - 0.44
Financial Technology (Fintech) - 0.34
Industrial Manufacturing - 0.46
Transport Infrastructure - -0.03

Top Comparisons

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns16.55%

VS

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns6.15%

Compare Now

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

3Y Returns6.13%

VS

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns8.27%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns17.01%

VS

LIC MF Equity Hybrid Fund-Growth LIC MF Equity Hybrid Fund-Growth

3Y Returns9.33%

Compare Now

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns22.82%

VS

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns21.18%

Compare Now
Request call back
Add to Cart Successfully