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BANDHAN Hybrid Equity Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon Bandhan Aggressive Hybrid Fund - Growth

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tortoise-icon Tata Aggressive Hybrid 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 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) ₹1224 Cr ₹4025 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 3.22% 2.77%
6 Month 10.99% 5.8%
1 Year 10.46% 3.29%
3 Year 15.69% 11.55%
5 Year 18.07% 15.89%

SIP Return Analysis

Scheme Name Bandhan Aggressive Hybrid Fund - Growth Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month 1.51% 0.3%
1 Year 11.14% 4.91%
3 Year 14.37% 8.78%
5 Year 13.7% 10.46%

Rolling Lumpsum Returns

Scheme Name Bandhan Aggressive Hybrid Fund - Growth Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year 8.52% 11.1%
3 Year 13.67% 13.58%
5 Year 12.19% 14.04%

Risk Management

Scheme Name Bandhan Aggressive Hybrid Fund - Growth Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation 10.78% 9.21%
Sharp 0.80% 0.59%
Beta 1.13% 0.13%
Alpha 1.64% 5.03%

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 25.78 29.22
Large Cap 50.06 52.27
Small Cap 14.16 11.8
Mid Cap 9.99 6.71

Sector Allocation

Scheme Name

Bandhan Aggressive Hybrid Fund - Growth

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Others 21.79 27.5
Energy 4.09 5.61
Technology 9.88 4.66
Financial Services 20.45 18.81
Consumer Cyclical 12.78 8.44
Consumer Defensive 2.74 8.99
Industrials 7.27 7.33
Basic Materials 5 6.4
Healthcare 7.25 4.18
Utilities 3.74 1.71
Communication Services 2.46 5.5
Real Estate 2.56 0.87

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