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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
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 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 1 Month | -3.53% | -3.58% |
| 6 Month | -13.97% | -17.92% |
| 1 Year | -0.23% | 0.3% |
| 3 Year | 15.98% | 17.84% |
| 5 Year | 25.51% | 20.79% |
SIP Return Analysis
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 6 Month | -8.81% | -11.65% |
| 1 Year | -16.27% | -21.68% |
| 3 Year | 12.97% | 13.61% |
| 5 Year | 20.87% | 17.06% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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% | 0.73% |
| Beta | 0.912% | 0.99% |
| Alpha | 3.11% | 4% |
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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 | 9.32752 | 10.20263 |
| Large Cap | 59.51447 | 52.69963 |
| Small Cap | 16.41338 | 24.04165 |
| Mid Cap | 14.74464 | 13.05611 |
Sector Allocation
| Scheme Name |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| Others | 9.28465 | 7.28483 |
| Basic Materials | 8.56439 | 4.29638 |
| Energy | 8.10418 | 9.94634 |
| Technology | 8.39184 | 7.92911 |
| Industrials | 8.15266 | 0.59903 |
| Financial Services | 28.95133 | 36.02366 |
| Healthcare | 5.8571 | 5.88565 |
| Consumer Cyclical | 10.92594 | 10.30367 |
| Consumer Defensive | 7.36485 | 6.89689 |
| Utilities | 2.62194 | 6.2787 |
| Real Estate | 1.78113 | - |
| Communication Services | - | 4.55576 |
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