BANDHAN Hybrid Equity Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon BANDHAN Hybrid Equity Fund-Regular Plan Growth

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name BANDHAN Hybrid Equity Fund-Regular Plan Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund BANDHAN Hybrid Equity Fund-Regular Plan Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹728 Cr ₹3917 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Dec 2016 08 Oct 1995
Category Aggressive Aggressive
Fund Type Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive Index
Turn Over 44% 4.76%
Expense Ratio 2.37 1.93
Manager Manish Gunwani Murthy Nagarajan
ISIN Code INF194KA1U15 INF277K01303
Exits Load Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Hybrid Equity Fund-Regular Plan Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month -1.69% -1.8%
6 Month 9.45% 4.62%
1 Year 24.82% 21.43%
3 Year 12.53% 12.02%
5 Year 15.96% 14.3%

SIP Return Analysis

Scheme Name BANDHAN Hybrid Equity Fund-Regular Plan Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name BANDHAN Hybrid Equity Fund-Regular Plan Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 7.63% 11.52%
3 Year 13.57% 13.77%
5 Year 10.01% 13.84%

Risk Management

Scheme Name BANDHAN Hybrid Equity Fund-Regular Plan Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 9.81% 9.21%
Sharp 0.76% 0.6%
Beta 1.05% 1.02%
Alpha 0.99% 2.24%

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Fund Managers

Scheme Name BANDHAN Hybrid Equity Fund-Regular Plan Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name Manish Gunwani Murthy Nagarajan
Total AUM ₹8731 Cr ₹18015 Cr
Fund Manage 4 11
BANDHAN Hybrid Equity Fund-Regular Plan Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

BANDHAN Hybrid Equity Fund-Regular Plan Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 23.87 25.51
Large Cap 47.52 55.94
Small Cap 17.15 7.29
Mid Cap 11.73 11.26

Sector Allocation

Scheme Name

BANDHAN Hybrid Equity Fund-Regular Plan Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 21.17 5.93
Telecom - Services 4.83 -
Petroleum Products 3.87 -
Electrical Equipment 3.92 -
IT - Software 6.09 -
Capital Markets 1.31 -
Consumer Durables 4.76 -
Cement & Cement Products 1.02 -
Pharmaceuticals & Biotechnology 4.44 -
Construction 1.73 7.14
Finance 6.74 -
Retailing 3.89 -
Non - Ferrous Metals 0.48 -
Banks 9.7 -
Paper, Forest & Jute Products 0.72 -
Industrial Manufacturing 2.25 -
Automobiles 4.47 -
Auto Components 3.02 -
Entertainment 0.4 -
Beverages 2.11 -
Oil 0.47 -
Fertilizers & Agrochemicals 0.66 -
Aerospace & Defense 1.12 -
Healthcare Services 2.05 -
Industrial Products 0.57 -
Transport Services 1.56 -
Chemicals & Petrochemicals 0.96 -
Power 2.75 -
Ferrous Metals 1.43 -
Leisure Services 0.68 -
Realty 1.1 -
Sovereign - 6.07
Automobile - 3.13
Communication - 5.94
Energy - 10.78
Technology - 6.06
Materials - 3.08
Financial - 29.11
Healthcare - 2.96
Consumer Staples - 6.55
Metals & Mining - 0.68
Insurance - 0.13
Capital Goods - 2.65
Chemicals - 4
Services - 5.79

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