BANDHAN Hybrid Equity Fund vs Tata Hybrid Equity Fund compare
Bandhan Aggressive Hybrid Fund - Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Bandhan Aggressive Hybrid Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹786 Cr | ₹3997 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 Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 5.41% | 5.14% |
6 Month | -3.83% | -5.35% |
1 Year | 12.4% | 6.37% |
3 Year | 12.45% | 11.53% |
5 Year | 20.08% | 18.38% |
SIP Return Analysis
Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | -2.12% | -2.73% |
1 Year | -2.99% | -7.97% |
3 Year | 12.36% | 8.89% |
5 Year | 13.47% | 11.54% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 8.25% | 11.66% |
3 Year | 13.52% | 13.65% |
5 Year | 10.47% | 13.89% |
Risk Management
Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.371% | 9.21% |
Sharp | 0.403% | 0.39% |
Beta | 1.091% | 1.08% |
Alpha | 0.015% | 0.79% |
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Fund Managers
Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Bandhan Aggressive Hybrid Fund - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 27.21 | 25.02 |
Large Cap | 45.25 | 58.6 |
Small Cap | 15.83 | 7.7 |
Mid Cap | 11.71 | 8.68 |
Sector Allocation
Scheme Name |
Bandhan Aggressive Hybrid Fund - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 24.4 | 25.02 |
Communication Services | 2.81 | 4.96 |
Energy | 3.52 | 5.66 |
Technology | 11.99 | 6.42 |
Financial Services | 20.15 | 23.83 |
Consumer Cyclical | 10.16 | 7.56 |
Industrials | 6.29 | 7.51 |
Basic Materials | 7.56 | 4.14 |
Healthcare | 7.67 | 5.33 |
Utilities | 2.44 | 2.16 |
Consumer Defensive | 2.23 | 6.08 |
Real Estate | 0.77 | 1.34 |
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