Tata Equity PE Fund Regular Plan 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 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) ₹9754 Cr ₹8485 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Mar 2008 05 Jun 2004
Category Value Value
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 48.01%
Expense Ratio 1.75 1.78
Manager Ritika Behera Amey Sathe
ISIN Code INF194K01342 INF277K01451
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 12% 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 Tata Equity PE Fund Regular Plan -(Growth Option)
1 Month 1.4% -6.01%
6 Month 18.13% 11.3%
1 Year 40.76% 46.16%
3 Year 24.88% 21.16%
5 Year 28.3% 21.14%

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month - -
1 Year 18.1% 21.72%
3 Year 46.48% 52.97%
5 Year 109.75% 90.67%

Rolling Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Tata Equity PE Fund Regular Plan -(Growth Option)
1 Year 15.37% 16.99%
3 Year 18.54% 16.52%
5 Year 16.8% 14.88%

Risk Management

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Tata Equity PE Fund Regular Plan -(Growth Option)
Standard Deviation 13.04% 12.45%
Sharp 1.23% 1.29%
Beta 0.86% 0.95%
Alpha 5.56% 6.01%

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Fund Managers

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)

Market Cap

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 5.99 2.76
Large Cap 62.52 57.7
Small Cap 17.58 19.81
Mid Cap 15.05 19.73

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 5.99 2.71
Petroleum Products 4.49 -
IT - Software 7.64 -
Construction 5.43 1.56
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 -
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 - 8.03
Energy - 18.67
Financial - 28.56
Automobile - 7.33
Capital Goods - 6.97
Technology - 4.36
Services - 4.01
Healthcare - 2.82
Chemicals - 1.41
Communication - 1.45
Consumer Staples - 6.13
Textiles - 3.15
Metals & Mining - 2.84

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