BANDHAN Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare

Overview

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Fund	HDFC Hybrid Equity Fund - Growth Plan	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹24098 Cr	₹728 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	01 Apr 2005	05 Dec 2016
Category	Aggressive	Aggressive
Fund Type	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	15.22%	44%
Expense Ratio	1.68	2.37
Manager	Dhruv Muchhal	Manish Gunwani
ISIN Code	INF179K01AS4	INF194KA1U15
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365	Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months./365

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Month	-3.23%	-4.79%
6 Month	4.86%	9.19%
1 Year	18.32%	23.23%
3 Year	11.77%	11.5%
5 Year	15.53%	15.52%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	BANDHAN Hybrid Equity Fund-Regular Plan Growth
6 Month	-	-
1 Year	13.61%	21.18%
3 Year	15.81%	18.76%
5 Year	17.24%	18.23%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Year	10.55%	7.63%
3 Year	11.64%	13.57%
5 Year	11.39%	10.01%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Standard Deviation	8.51%	9.81%
Sharp	0.99%	0.76%
Beta	0.92%	1.05%
Alpha	2.76%	0.99%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Name	Dhruv Muchhal	Manish Gunwani
Total AUM	₹520687 Cr	₹8731 Cr
Fund Manage	40	4
	HDFC Hybrid Equity Fund - Growth Plan	BANDHAN Hybrid Equity Fund-Regular Plan Growth

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Others	30.41	23.87
Large Cap	48.6	47.52
Mid Cap	4.06	11.73
Small Cap	16.93	17.15

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Others	30.41	21.17
Petroleum Products	6.38	3.87
IT - Software	5.46	6.09
Personal Products	1.97	-
Construction	8.25	1.73
Banks	22.06	9.7
Pharmaceuticals & Biotechnology	3	4.44
Realty	0.75	1.1
Power	1.63	2.75
Automobiles	0.26	4.47
Healthcare Services	1.84	2.05
Finance	0.57	6.74
Consumer Durables	0.07	4.76
Diversified FMCG	3.91	-
Media	0.09	-
Fertilizers & Agrochemicals	0.37	0.66
Auto Components	1.23	3.02
Transport Services	0.29	1.56
Telecom - Services	4.14	4.83
Industrial Manufacturing	0.68	2.25
Industrial Products	2.07	0.57
Textiles & Apparels	0.69	-
Beverages	1.55	2.11
Commercial Services & Supplies	1.21	-
Leisure Services	1.12	0.68
Electrical Equipment	-	3.92
Capital Markets	-	1.31
Cement & Cement Products	-	1.02
Retailing	-	3.89
Non - Ferrous Metals	-	0.48
Paper, Forest & Jute Products	-	0.72
Entertainment	-	0.4
Oil	-	0.47
Aerospace & Defense	-	1.12
Chemicals & Petrochemicals	-	0.96
Ferrous Metals	-	1.43