Nippon India Value Fund vs BANDHAN Sterling Value Fund compare

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tortoise-icon BANDHAN Sterling Value Fund - Regular Plan - Growth

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tortoise-icon Nippon India Value Fund- Growth Plan

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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 Nippon India Value Fund- Growth Plan
Fund BANDHAN Sterling Value Fund - Regular Plan - Growth Nippon India Value Fund- Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9754 Cr ₹8186 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 07 Mar 2008 01 Jun 2005
Category Value Value
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 32%
Expense Ratio 1.75 1.84
Manager Ritika Behera Dhrumil Shah
ISIN Code INF194K01342 INF204K01GB3
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 more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Nippon India Value Fund- Growth Plan
1 Month 1.4% 2.47%
6 Month 18.13% 21.69%
1 Year 40.76% 55.32%
3 Year 24.88% 26.17%
5 Year 28.3% 27.47%

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Nippon India Value Fund- Growth Plan
6 Month - -
1 Year 18.1% 22.08%
3 Year 46.48% 54.3%
5 Year 109.75% 104.08%

Rolling Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Nippon India Value Fund- Growth Plan
1 Year 15.37% 15.73%
3 Year 18.54% 15.98%
5 Year 16.8% 14.56%

Risk Management

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Nippon India Value Fund- Growth Plan
Standard Deviation 13.04% 13.77%
Sharp 1.23% 1.28%
Beta 0.86% 1.01%
Alpha 5.56% 4.19%

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Fund Managers

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Nippon India Value Fund- Growth Plan
Name Ritika Behera Dhrumil Shah
Total AUM ₹43013 Cr ₹14011 Cr
Fund Manage 19 5
BANDHAN Sterling Value Fund - Regular Plan - Growth Nippon India Value Fund- Growth Plan

Market Cap

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Nippon India Value Fund- Growth Plan

Others 5.99 3.16
Large Cap 62.52 54.51
Small Cap 17.58 21.66
Mid Cap 15.05 20.67

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Nippon India Value Fund- Growth Plan

Others 5.99 2.67
Petroleum Products 4.49 -
IT - Software 7.64 -
Construction 5.43 5.88
Finance 4.13 -
Banks 18.87 -
Non - Ferrous Metals 1.49 -
Pharmaceuticals & Biotechnology 6.52 -
Leisure Services 2.1 -
Electrical Equipment 2.53 -
Consumer Durables 2.36 -
Automobiles 5.78 -
Personal Products 1.41 -
Power 3.73 -
Insurance 3.65 1
Gas 1.71 -
Diversified FMCG 1.96 -
Oil 1.12 -
Chemicals & Petrochemicals 0.77 -
Auto Components 3.78 -
Cement & Cement Products 0.83 -
Transport Services 1.1 -
Industrial Products 0.68 -
Telecom - Services 1.04 -
Consumable Fuels 1.31 -
Commercial Services & Supplies 1.08 -
Retailing 1.39 -
Realty 1 -
Ferrous Metals 3.74 -
Beverages 1.9 -
Food Products 1.61 -
Materials - 2.94
Communication - 3.61
Energy - 12.5
Technology - 6.25
Capital Goods - 12.33
Services - 3.7
Metals & Mining - 6.78
Financial - 26.84
Healthcare - 5.44
Automobile - 5.33
Consumer Staples - 0.97
Consumer Discretionary - 2.51
Textiles - 1.02
Unclassified - 0.23

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