Tata Equity PE Fund Regular Plan vs BANDHAN Sterling Value Fund 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	Very High
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	5.57%	7.65%
6 Month	-8.57%	-10.32%
1 Year	5.22%	5.63%
3 Year	15.04%	18.09%
5 Year	32.87%	24.96%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month	-0.54%	-1.05%
1 Year	-6.71%	-8.83%
3 Year	15.97%	17.9%
5 Year	21.65%	19.22%

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	13.72%	12.45%
Sharp	0.672%	0.71%
Beta	0.912%	0.98%
Alpha	3.11%	3.78%

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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
Funds Managed	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	9.33	13.21
Large Cap	59.51	52.87
Small Cap	16.41	21.21
Mid Cap	14.74	12.71

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	9.28	9.72
Basic Materials	8.56	3.94
Energy	8.1	9.89
Technology	8.39	7.07
Industrials	8.15	0.38
Financial Services	28.95	35.86
Healthcare	5.86	5.18
Consumer Cyclical	10.93	10.42
Consumer Defensive	7.36	6.83
Utilities	2.62	6.17
Real Estate	1.78	-
Communication Services	-	4.54