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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 2.99% 0.99%
6 Month -0.72% -2.21%
1 Year 12.67% 3.46%
3 Year 17.96% 15.28%
5 Year 20.41% 17.84%

SIP Return Analysis

Scheme Name Bandhan Aggressive Hybrid Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month 7.37% 4.59%
1 Year 10.11% 2.65%
3 Year 16.27% 11.27%
5 Year 15.37% 12.6%

Rolling Lumpsum Returns

Scheme Name Bandhan Aggressive Hybrid Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 8.47% 11.37%
3 Year 13.42% 13.58%
5 Year 11.49% 13.94%

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% 0.75%
Beta 1.091% 1.09%
Alpha 0.015% -0.22%

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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 26.65
Large Cap 45.25 58.39
Small Cap 15.83 7.6
Mid Cap 11.71 7.36

Sector Allocation

Scheme Name

Bandhan Aggressive Hybrid Fund - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 24.4 26.65
Communication Services 2.81 -
Energy 3.52 -
Technology 11.99 -
Financial Services 20.15 -
Consumer Cyclical 10.16 -
Industrials 6.29 -
Basic Materials 7.56 -
Healthcare 7.67 -
Utilities 2.44 -
Consumer Defensive 2.23 -
Real Estate 0.77 -
Petroleum Products - 6.16
IT - Software - 4.82
Personal Products - 0.85
Construction - 4.25
Diversified FMCG - 3.17
Banks - 20.42
Pharmaceuticals & Biotechnology - 4.51
Automobiles - 3.82
Telecom - Services - 5.47
Beverages - 2.21
Industrial Products - 1.26
Realty - 0.74
Gas - 0.81
Transport Services - 0.39
Auto Components - 1.41
Finance - 3.44
Cement & Cement Products - 2.5
Transport Infrastructure - 1.51
Fertilizers & Agrochemicals - 2.03
Power - 1.75
Insurance - 0.93
Retailing - 0.9

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