BANDHAN Sterling Value Fund vs Tata Equity PE Fund Regular Plan compare

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BANDHAN Sterling Value Fund - Regular Plan - Growth

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Tata Equity PE 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 Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
Fund	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹9587 Cr	₹8068 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	07 Mar 2008	29 Jun 2004
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	15%	48.01%
Expense Ratio	1.77	1.79
Manager	Ritika Behera	Amey Sathe
ISIN Code	INF194K01342	INF277K01451
Exits Load	Bandhan Sterling Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
1 Month	-2.93%	-6.16%
6 Month	-11.54%	-15.26%
1 Year	3.53%	2.99%
3 Year	15.93%	17.73%
5 Year	22.13%	17.7%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month	-	-
1 Year	-9.99%	-15.06%
3 Year	14.86%	15.67%
5 Year	22.33%	18.37%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
1 Year	13.57%	17.28%
3 Year	17.79%	16.64%
5 Year	16.52%	14.99%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
Standard Deviation	13.722%	12.45%
Sharp	0.679%	0.8%
Beta	0.946%	0.99%
Alpha	1.681%	3.71%

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Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
Name	Ritika Behera	Amey Sathe
Total AUM	₹43013 Cr	₹11910 Cr
Fund Manage	19	4
	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	10.35	8.82
Small Cap	16.68	24.76
Large Cap	59.36	50.82
Mid Cap	15.6	15.6

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	10.35	8.82
Realty	1.78	-
Petroleum Products	4.65	4.61
IT - Software	7.76	4.8
Construction	5.03	0.62
Finance	3.55	10.65
Non - Ferrous Metals	0.82	-
Banks	17.87	18.13
Pharmaceuticals & Biotechnology	7.36	5.72
Leisure Services	1.87	0.83
Electrical Equipment	2.18	-
Consumer Durables	2.19	2.05
Personal Products	1.28	-
Power	3.73	5.86
Insurance	4.15	-
Gas	0.9	0.88
Diversified FMCG	2.19	3.55
Automobiles	4.02	2.64
Diversified Metals	1.25	-
Oil	1.19	1.44
Chemicals & Petrochemicals	0.66	-
Auto Components	2.99	2.84
Cement & Cement Products	0.77	1.38
Transport Services	1.06	-
Telecom - Services	1.12	2.5
Minerals & Mining	0.22	1.08
Commercial Services & Supplies	1.37	-
Fertilizers & Agrochemicals	0.43	-
Retailing	1.97	1.68
Beverages	2.61	3.61
Ferrous Metals	3.09	-
Food Products	1.58	-
Textiles & Apparels	-	3.68
Aerospace & Defense	-	0.9
Capital Markets	-	5.19
Entertainment	-	1.69
Industrial Products	-	0.73
Consumable Fuels	-	4.12