Tata Focused Equity Fund vs BANDHAN Focused Equity Fund compare

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tortoise-icon BANDHAN Focused Equity Fund - Regular Plan - Growth

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tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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
Asset Size (Cr) ₹1746 Cr ₹1848 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 -3.86% 1.5%
6 Month 15.5% 4.94%
1 Year 36.46% 18.26%
3 Year 15.17% 16.94%
5 Year 17.59% 18.4%

SIP Return Analysis

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year - 13.26%
3 Year - 21.6%
5 Year - -

Rolling Lumpsum Returns

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Year 11.47% 23.17%
3 Year 11.98% 19.75%
5 Year 9.53% -

Risk Management

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 12.64% 12.55%
Sharp 0.78% 0.97%
Beta 0.91% 0.96%
Alpha -0.51% -0.29%

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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 4.67
Large Cap 50.17 57.48
Mid Cap 25.37 21.53
Small Cap 23.55 16.32

Sector Allocation

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 0.89 4.67
Petroleum Products 4.67 -
IT - Software 10.75 -
Banks 17.05 -
Leisure Services 2.01 -
Industrial Manufacturing 2.67 -
Engineering Services 3.07 -
Aerospace & Defense 2.56 -
Automobiles 5.37 -
Finance 3.87 -
Beverages 1.95 -
Realty 3.9 -
Electrical Equipment 5.51 -
Retailing 13.29 -
Food Products 2.49 -
Financial Technology (Fintech) 3.17 -
Other Utilities 3.61 -
Pharmaceuticals & Biotechnology 3.49 -
Capital Markets 3.76 -
Consumer Durables 3.38 -
Healthcare Services 2.52 -
Energy - 12.19
Automobile - 8.46
Materials - 4.98
Construction - 5.14
Financial - 26.79
Healthcare - 7.47
Insurance - 2.16
Technology - 9.76
Capital Goods - 5.91
Services - 12.47

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