BANDHAN Hybrid Equity Fund vs Tata Hybrid Equity Fund compare
Bandhan Aggressive Hybrid Fund - Growth
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Bandhan Aggressive Hybrid Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹1486 Cr | ₹4166 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2016 | 05 Jan 1996 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 44% | 4.76% |
| Expense Ratio | 2.34 | 1.92 |
| Manager | Manish Gunwani | Murthy Nagarajan |
| ISIN Code | INF194KA1U15 | INF277K01303 |
| Exits Load | Bandhan Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Hybrid 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 Aggressive Hybrid Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.95% | 1.79% |
| 6 Month | 5.63% | 4.02% |
| 1 Year | 7.16% | 5.17% |
| 3 Year | 16.39% | 11.83% |
| 5 Year | 15.26% | 13.35% |
SIP Return Analysis
| Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.31% | 3.89% |
| 1 Year | 17.34% | 13.72% |
| 3 Year | 15.42% | 10.79% |
| 5 Year | 14.29% | 11.43% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.42% | 12.75% |
| 3 Year | 13.86% | 14.59% |
| 5 Year | 13.1% | 15.26% |
Risk Management
| Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.81% | 9.21% |
| Sharp | 0.86% | 0.53% |
| Beta | 1.16% | 1.16% |
| Alpha | 2.68% | -1.43% |
Fund Managers
| Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Gunwani | Murthy Nagarajan |
| Total AUM | ₹8731 Cr | ₹18015 Cr |
| Funds Managed | 4 | 11 |
| Bandhan Aggressive Hybrid Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bandhan Aggressive Hybrid Fund - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 22.65 | 24.74 |
| Large Cap | 52.82 | 55.06 |
| Small Cap | 14.38 | 11.11 |
| Mid Cap | 10.82 | 9.16 |
Sector Allocation
| Scheme Name |
Bandhan Aggressive Hybrid Fund - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 22.65 | 24.74 |
| Petroleum Products | 4.76 | 5.46 |
| IT - Software | 5.28 | 6.29 |
| Capital Markets | 1.17 | - |
| Consumer Durables | 2.78 | 1.33 |
| Transport Services | 1.31 | - |
| Construction | 2.39 | 4.7 |
| Ferrous Metals | 0.71 | - |
| Insurance | 1.73 | 0.92 |
| Diversified FMCG | 1.99 | 4.03 |
| Banks | 16.38 | 17.17 |
| Pharmaceuticals & Biotechnology | 4.66 | 3.04 |
| Healthcare Services | 1.71 | - |
| Automobiles | 4.41 | 5.05 |
| Electrical Equipment | 1.31 | - |
| Auto Components | 1.25 | 0.84 |
| Chemicals & Petrochemicals | 1.11 | - |
| Personal Products | 0.42 | 1.06 |
| Finance | 2.77 | 4.15 |
| Beverages | 2.12 | 1.96 |
| Industrial Products | 0.69 | 1.08 |
| Entertainment | 0.69 | - |
| Diversified Metals | 0.83 | - |
| IT - Services | 0.26 | - |
| Aerospace & Defense | 1.49 | - |
| Telecom - Services | 2.01 | 5.95 |
| Cement & Cement Products | 1.68 | 3.22 |
| Realty | 2.08 | 0.45 |
| Retailing | 3.62 | 1.1 |
| Power | 3.35 | 1.04 |
| Textiles & Apparels | 0.61 | - |
| Financial Technology (Fintech) | 2.45 | - |
| Industrial Manufacturing | - | 1.17 |
| Agricultural Food & other Products | - | 2.41 |
| Fertilizers & Agrochemicals | - | 1.82 |
| Transport Infrastructure | - | 1.09 |
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