BANDHAN Focused Equity Fund vs Tata Focused Equity Fund compare

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

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tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Fund BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1641 Cr ₹1816 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 16 Mar 2006 05 Dec 2019
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 87% 32.33%
Expense Ratio 2.11 2.04
Manager Ritika Behera Kapil Malhotra
ISIN Code INF194K01466 INF277K010Y2
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Month 7.53% 2.98%
6 Month 21.53% 18.2%
1 Year 43.8% 40.74%
3 Year 18.79% 19.04%
5 Year 20.7% -

SIP Return Analysis

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year 15.22% 14.36%
3 Year 34.28% 35.49%
5 Year 59.48% 64.44%

Rolling Lumpsum Returns

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Year 11.38% 23.12%
3 Year 12.02% 19.81%
5 Year 9.59% -

Risk Management

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 12.64% 12.55%
Sharp 0.78% 0.97%
Beta 0.91% 0.96%
Alpha -0.51% -0.29%

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Fund Managers

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Name Ritika Behera Kapil Malhotra
Total AUM ₹43013 Cr ₹18472 Cr
Fund Manage 19 7
BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth

Market Cap

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 2.2 4.67
Large Cap 51.85 57.48
Mid Cap 24.62 21.53
Small Cap 21.33 16.32

Sector Allocation

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 2.2 4.67
Petroleum Products 5.3 -
IT - Software 8.99 -
Banks 16.17 -
Leisure Services 1.93 -
Industrial Manufacturing 2.77 -
Engineering Services 2.43 -
Aerospace & Defense 2.46 -
Automobiles 5.8 -
Finance 5.99 -
Beverages 1.76 -
Realty 4.84 -
Electrical Equipment 5.03 -
Retailing 13.49 -
Food Products 2 -
Financial Technology (Fintech) 3.3 -
Other Utilities 4.15 -
Pharmaceuticals & Biotechnology 3.26 -
Capital Markets 3.19 -
Consumer Durables 3.17 -
Healthcare Services 1.77 -
Energy - 12.19
Automobile - 8.46
Materials - 4.98
Construction - 5.14
Financial - 26.79
Healthcare - 7.47
Insurance - 2.16
Technology - 9.76
Capital Goods - 5.91
Services - 12.47

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