Tata Focused Equity Fund vs BANDHAN Focused Equity Fund compare
BANDHAN Focused Equity Fund - Regular Plan - Growth
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Fund | BANDHAN Focused Equity Fund - Regular Plan - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High Risk |
Asset Size (Cr) | ₹1746 Cr | ₹1739 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 16 Mar 2006 | 05 Dec 2019 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 87% | 32.33% |
Expense Ratio | 2.09 | 2.04 |
Manager | Ritika Behera | Kapil Malhotra |
ISIN Code | INF194K01466 | INF277K010Y2 |
Exits Load | Bandhan Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Focused Equity 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 Focused Equity Fund - Regular Plan - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
1 Month | -5.05% | -2.27% |
6 Month | -5.22% | -11.02% |
1 Year | 10.88% | 4.1% |
3 Year | 14.06% | 13.38% |
5 Year | 14.06% | 16.12% |
SIP Return Analysis
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | -1.29% | -8.26% |
3 Year | 17.37% | 13.65% |
5 Year | 16.91% | 17.01% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
1 Year | 11.87% | 22.62% |
3 Year | 12.11% | 19.32% |
5 Year | 9.62% | 18.37% |
Risk Management
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.668% | 14.255% |
Sharp | 0.588% | 0.518% |
Beta | 0.923% | 0.995% |
Alpha | 1.179% | -0.625% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Name | Ritika Behera | Kapil Malhotra |
Total AUM | ₹43013 Cr | ₹18472 Cr |
Fund Manage | 19 | 7 |
BANDHAN Focused Equity Fund - Regular Plan - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
BANDHAN Focused Equity Fund - Regular Plan - Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 0.89 | 2.62 |
Large Cap | 50.17 | 56.27 |
Mid Cap | 25.37 | 16.07 |
Small Cap | 23.55 | 25.04 |
Sector Allocation
Scheme Name |
BANDHAN Focused Equity Fund - Regular Plan - Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 0.89 | 2.62 |
Petroleum Products | 4.67 | 3.62 |
IT - Software | 10.75 | 8.45 |
Banks | 17.05 | 22.3 |
Leisure Services | 2.01 | 2.69 |
Industrial Manufacturing | 2.67 | - |
Engineering Services | 3.07 | - |
Aerospace & Defense | 2.56 | - |
Automobiles | 5.37 | - |
Finance | 3.87 | 2.1 |
Beverages | 1.95 | - |
Realty | 3.9 | 2.3 |
Electrical Equipment | 5.51 | - |
Retailing | 13.29 | 8.36 |
Food Products | 2.49 | - |
Financial Technology (Fintech) | 3.17 | - |
Other Utilities | 3.61 | - |
Pharmaceuticals & Biotechnology | 3.49 | 5.39 |
Capital Markets | 3.76 | - |
Consumer Durables | 3.38 | 5.43 |
Healthcare Services | 2.52 | 1.99 |
Auto Components | - | 5.32 |
Construction | - | 10.06 |
Insurance | - | 1.94 |
Entertainment | - | 2.22 |
Agricultural, Commercial & Construction Vehicles | - | 3.01 |
Cement & Cement Products | - | 2.15 |
Commercial Services & Supplies | - | 3.97 |
Power | - | 6.08 |
Top Comparisons
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns16.67%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns16.79%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns6.44%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.41%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns16.75%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns8.37%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns7.73%