Tata Equity PE Fund Regular Plan vs BANDHAN Sterling Value Fund compare
BANDHAN Sterling Value Fund - Regular Plan - Growth
Tata Equity PE Fund Regular Plan -(Growth Option)
Chart Comparison
| 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) | ₹10036 Cr | ₹8681 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 | 1.75 | 1.78 |
| 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 | 1.01% | 0.75% |
| 6 Month | -0.14% | 0.68% |
| 1 Year | 19.67% | 22.37% |
| 3 Year | 18.82% | 21.22% |
| 5 Year | 25.27% | 20.15% |
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.47% | 11.56% |
| 3 Year | 22.13% | 26.03% |
| 5 Year | 27.36% | 24.54% |
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 1 Year | 13.19% | 17.13% |
| 3 Year | 17.79% | 16.47% |
| 5 Year | 16.38% | 14.86% |
| 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% | 1.08% |
| Beta | 0.86% | 0.96% |
| Alpha | 5.56% | 4.9% |
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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 |
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