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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 Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund Bandhan Aggressive Hybrid Fund - Growth Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹1224 Cr ₹4025 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 Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month 1.56% 0.61%
6 Month 12.22% 6.72%
1 Year 4.95% -1.34%
3 Year 16.41% 12.48%
5 Year 18.16% 15.81%

SIP Return Analysis

Scheme Name Bandhan Aggressive Hybrid Fund - Growth Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month 3.67% 1.57%
1 Year 15.99% 7.78%
3 Year 16.12% 10.09%
5 Year 14.76% 11.29%

Rolling Lumpsum Returns

Scheme Name Bandhan Aggressive Hybrid Fund - Growth Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year 8.52% 11.1%
3 Year 13.67% 13.58%
5 Year 12.19% 14.04%

Risk Management

Scheme Name Bandhan Aggressive Hybrid Fund - Growth Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation 10.71% 9.21%
Sharp 0.77% 0.59%
Beta 1.12% 0.13%
Alpha 1.43% 5.03%

Fund Managers

Scheme Name Bandhan Aggressive Hybrid Fund - Growth Tata Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Bandhan Aggressive Hybrid Fund - Growth

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Others 26.01 28.55
Large Cap 49.7 52.09
Small Cap 14.44 11.24
Mid Cap 9.85 8.12

Sector Allocation

Scheme Name

Bandhan Aggressive Hybrid Fund - Growth

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Others 22.17 27.44
Energy 4.24 4.91
Technology 10.84 4.87
Financial Services 19.74 18
Consumer Cyclical 11.92 8.11
Consumer Defensive 3.57 9.47
Industrials 7.27 7.72
Basic Materials 5.28 6.69
Healthcare 6.76 4.86
Utilities 3.67 1.55
Communication Services 1.98 5.52
Real Estate 2.57 0.85

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