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) ₹787 Cr ₹4137 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 2.33 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 Hybrid Equity Fund-Regular Plan Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 2.01% 0.16%
6 Month 9.48% 2.03%
1 Year 22.23% 14.67%
3 Year 13.79% 13.11%
5 Year 16.63% 14.21%

SIP Return Analysis

Scheme Name BANDHAN Hybrid Equity Fund-Regular Plan Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 19.09% 8.09%
3 Year 19.06% 14.79%
5 Year 18.48% 15.86%

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% 0.68%
Beta 1.05% 1.01%
Alpha 0.99% 2.33%

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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 26.31
Large Cap 47.52 54.47
Small Cap 17.15 8.91
Mid Cap 11.73 10.31

Sector Allocation

Scheme Name

BANDHAN Hybrid Equity Fund-Regular Plan Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 21.17 26.31
Telecom - Services 4.83 5.72
Petroleum Products 3.87 5.67
Electrical Equipment 3.92 -
IT - Software 6.09 6.28
Capital Markets 1.31 -
Consumer Durables 4.76 -
Cement & Cement Products 1.02 2.77
Pharmaceuticals & Biotechnology 4.44 4.41
Construction 1.73 4.55
Finance 6.74 1.03
Retailing 3.89 2.42
Non - Ferrous Metals 0.48 -
Banks 9.7 16.8
Paper, Forest & Jute Products 0.72 -
Industrial Manufacturing 2.25 -
Automobiles 4.47 2.11
Auto Components 3.02 1.07
Entertainment 0.4 -
Beverages 2.11 2.45
Oil 0.47 -
Fertilizers & Agrochemicals 0.66 2.42
Aerospace & Defense 1.12 -
Healthcare Services 2.05 1.33
Industrial Products 0.57 1.48
Transport Services 1.56 0.48
Chemicals & Petrochemicals 0.96 -
Power 2.75 2.9
Ferrous Metals 1.43 -
Leisure Services 0.68 -
Realty 1.1 1.8
Personal Products - 0.91
Diversified FMCG - 3.42
Gas - 0.94
Transport Infrastructure - 1.86
Insurance - 0.87

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