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 Risk | Low to Moderate Risk |
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 | 0.41% | -0.16% |
6 Month | 1.75% | 0.88% |
1 Year | 6.91% | 8.21% |
3 Year | 6.84% | 8.67% |
5 Year | 7.63% | 8.88% |
SIP Return Analysis
Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 5.66% | 4.82% |
3 Year | 7.76% | 9.66% |
5 Year | 7.8% | 9.42% |
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 | 2.742% | 3.977% |
Sharp | 0.101% | 0.591% |
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 |
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 | -24.04 | 30.31 |
Large Cap | 61.11 | 14.56 |
Mid Cap | 6.8 | 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 | -24.04 | 30.31 |
Petroleum Products | 3.63 | 1.75 |
IT - Software | 7.91 | 2.76 |
Personal Products | 1.53 | - |
Construction | 3.6 | 0.85 |
Ferrous Metals | 1.13 | 0.2 |
Consumer Durables | 0.72 | 0.7 |
Diversified FMCG | 2.66 | 0.67 |
Banks | 19.93 | 5.18 |
Pharmaceuticals & Biotechnology | 4.9 | 1.32 |
Cement & Cement Products | 2.31 | 0.49 |
Automobiles | 4.97 | 0.3 |
Transport Services | 0.28 | 0.41 |
Insurance | 0.76 | -0.01 |
Agricultural Food & other Products | 0.29 | - |
Food Products | 0.76 | - |
Power | 2.7 | 1.04 |
Finance | 3.87 | 0.92 |
Chemicals & Petrochemicals | 2.29 | - |
Auto Components | 0.35 | 0.56 |
Telecom - Services | 2.89 | 0.85 |
Healthcare Services | 0.43 | - |
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 |
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