BANDHAN Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Bandhan Aggressive Hybrid Fund - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| Fund | HDFC Hybrid Equity Fund - Growth Plan | Bandhan Aggressive Hybrid Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹24081 Cr | ₹1224 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Apr 2005 | 30 Dec 2016 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 15.22% | 44% |
| Expense Ratio | 1.68 | 2.34 |
| Manager | Dhruv Muchhal | Manish Gunwani |
| ISIN Code | INF179K01AS4 | INF194KA1U15 |
| Exits Load | HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| 1 Month | 1.62% | 1.31% |
| 6 Month | 4.08% | 9.24% |
| 1 Year | 7.94% | 12.52% |
| 3 Year | 12.23% | 15.71% |
| 5 Year | 15.81% | 17.03% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| 6 Month | 1.13% | 3.27% |
| 1 Year | 8.68% | 15.73% |
| 3 Year | 10.46% | 15.69% |
| 5 Year | 11.83% | 14.43% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| 1 Year | 9.92% | 8.45% |
| 3 Year | 12.03% | 13.76% |
| 5 Year | 11.79% | 12.6% |
Risk Management
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| Standard Deviation | 8.37% | 10.78% |
| Sharp | 0.69% | 0.80% |
| Beta | 0.94% | 1.13% |
| Alpha | -0.10% | 1.64% |
Fund Managers
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Manish Gunwani |
| Total AUM | ₹520687 Cr | ₹8731 Cr |
| Funds Managed | 40 | 4 |
| HDFC Hybrid Equity Fund - Growth Plan | Bandhan Aggressive Hybrid Fund - Growth |
Market Cap
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| Others | 33.5 | 25.78 |
| Large Cap | 48.48 | 50.06 |
| Small Cap | 16.35 | 14.16 |
| Mid Cap | 1.68 | 9.99 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Bandhan Aggressive Hybrid Fund - Growth |
|---|---|---|
| Others | 32.34 | 21.79 |
| Energy | 5.75 | 4.09 |
| Technology | 7.84 | 9.88 |
| Consumer Defensive | 5.74 | 2.74 |
| Industrials | 9.87 | 7.27 |
| Financial Services | 24.14 | 20.45 |
| Healthcare | 3.75 | 7.25 |
| Real Estate | 0.93 | 2.56 |
| Utilities | 0.23 | 3.74 |
| Consumer Cyclical | 5.44 | 12.78 |
| Basic Materials | 0.53 | 5 |
| Communication Services | 3.43 | 2.46 |
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