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) ₹128 Cr ₹156 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Jun 2008 26 Apr 1997
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark CRISIL Equity Saving NIFTY Equity Savings TRI
Turn Over 22% 59.93%
Expense Ratio 1.37 1.11
Manager Harshal Joshi Sailesh Jain
ISIN Code INF194K01581 INF277K01907
Exits Load Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days./365 For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month 0.3% 0.62%
6 Month 5.25% 7.13%
1 Year 10.56% 16.57%
3 Year 6.99% 9.24%
5 Year 8.51% 9.71%

SIP Return Analysis

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month - -
1 Year 4.73% 7.44%
3 Year 12.47% 17.25%
5 Year 22.66% 29%

Rolling Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year 8.09% 9.56%
3 Year 18.5% 23.27%
5 Year 23.81% 31.36%

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 29.7 31.53
Large Cap 64.94 54.06
Mid Cap 5.36 11.87
Small Cap - 2.49

Sector Allocation

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 52.61 47.79
Unclassified 7.78 8.4
Financial 19.33 8.65
Sovereign 5.95 6.7
Energy 3.16 5.12
Healthcare 0.87 2.05
Technology 2.6 3.25
Chemicals -0.02 -
Automobile 1.7 1.64
Consumer Staples 1.73 2.22
Construction 0.89 2.01
Metals & Mining 0.7 -
Insurance 0.26 1.17
Services 0.42 1.78
Communication 0.75 1.82
Consumer Discretionary 0.3 -
Materials 0.97 0.58
Capital Goods - 6.77

Top Comparisons

HSBC Managed Solutions - Growth - Growth HSBC Managed Solutions - Growth - Growth

3Y Returns21.93%

VS

Mirae Asset Equity allocator Fund Of Fund Regular Growth Mirae Asset Equity allocator Fund Of Fund Regular Growth

3Y Returns18.69%

Compare Now

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns9.98%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns15.38%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns21.46%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns15.38%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns26.54%

Compare Now
Request call back
Add to Cart Successfully