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	0.39%	3.52%
6 Month	12.1%	16.9%
1 Year	23.5%	30.52%
3 Year	15.32%	14.37%
5 Year	17.35%	17.8%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	BANDHAN Hybrid Equity Fund-Regular Plan Growth
6 Month	-	-
1 Year	10.45%	9.62%
3 Year	27.07%	24.08%
5 Year	55.69%	50.08%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Year	18.02%	17.27%
3 Year	44.42%	40.45%
5 Year	59.82%	55.64%

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
Large Cap	49.31	47.52
Small Cap	17.11	17.15
Others	29.92	23.87
Mid Cap	3.66	11.73

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Banks	23.78	9.7
Construction	9.44	1.73
Petroleum Products	6.29	3.87
IT - Software	5.76	6.09
Diversified FMCG	3.77	-
Telecom - Services	3.64	4.83
Industrial Products	2.15	0.57
Others	18.07	21.17
Leisure Services	1.47	0.68
Unclassified	1.44	-
Power	1.65	2.75
Pharmaceuticals & Biotechnology	2.93	4.44
Commercial Services & Supplies	1.4	-
Beverages	1.39	2.11
Personal Products	1.97	-
Financial	7.78	-
Textiles & Apparels	0.8	-
Healthcare Services	1.6	2.05
Realty	0.71	1.1
Industrial Manufacturing	0.69	2.25
Auto Components	1.18	3.02
Finance	0.56	6.74
Energy	0.51	-
Fertilizers & Agrochemicals	0.46	0.66
Transport Services	0.29	1.56
Paper, Forest & Jute Products	0.17	0.72
Media	0.1	-
Retailing	-	3.89
Automobiles	-	4.47
Ferrous Metals	-	1.43
Electrical Equipment	-	3.92
Consumer Durables	-	4.76
Aerospace & Defense	-	1.12
Capital Markets	-	1.31
Chemicals & Petrochemicals	-	0.96
Cement & Cement Products	-	1.02
Non - Ferrous Metals	-	0.48
Oil	-	0.47
Entertainment	-	0.4