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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 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 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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