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 -5.53% -2.45%
6 Month -0.4% -4.18%
1 Year 13.16% 10.79%
3 Year 11.76% 11.07%
5 Year 15.17% 13.97%

SIP Return Analysis

Scheme Name BANDHAN Hybrid Equity Fund-Regular Plan Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 15.05% 4.59%
3 Year 18.61% 14%
5 Year 18.08% 15.33%

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% 0.56%
Beta 1.05% 1.01%
Alpha 0.99% 2.4%

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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 23.29 26.31
Large Cap 40.78 54.47
Small Cap 20.21 8.91
Mid Cap 15.72 10.31

Sector Allocation

Scheme Name

BANDHAN Hybrid Equity Fund-Regular Plan Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 23.29 26.31
Telecom - Services 2.86 5.72
Petroleum Products 2.56 5.67
Electrical Equipment 3.22 -
IT - Software 8.84 6.28
Capital Markets 0.8 -
Retailing 3.9 2.42
Consumer Durables 5.18 -
Construction 1.61 4.55
Finance 6.05 1.03
Textiles & Apparels 0.7 -
Banks 9.91 16.8
Paper, Forest & Jute Products 0.77 -
Auto Components 1.51 1.07
Industrial Manufacturing 1.08 -
Chemicals & Petrochemicals 1.99 -
Industrial Products 1.31 1.48
Transport Services 2.16 0.48
Automobiles 2.81 2.11
Insurance 0.43 0.87
Beverages 3.43 2.45
Pharmaceuticals & Biotechnology 4.33 4.41
Diversified Metals 0.73 -
Aerospace & Defense 0.51 -
Healthcare Services 2.97 1.33
Realty 0.75 1.8
Power 2 2.9
Ferrous Metals 1.06 -
Cement & Cement Products 1.12 2.77
Financial Technology (Fintech) 2.12 -
Personal Products - 0.91
Diversified FMCG - 3.42
Gas - 0.94
Transport Infrastructure - 1.86
Fertilizers & Agrochemicals - 2.42

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