BANDHAN Hybrid Equity Fund vs Tata Hybrid Equity Fund compare
Bandhan Aggressive Hybrid Fund - Growth
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹989 Cr | ₹4131 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 | 0.13% | 0.08% |
6 Month | 5.83% | 3.65% |
1 Year | 9.03% | 1.62% |
3 Year | 17.05% | 14.21% |
5 Year | 19.62% | 16.72% |
SIP Return Analysis
Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 7.26% | 4.98% |
1 Year | 11.67% | 4.99% |
3 Year | 16.38% | 11.47% |
5 Year | 15.31% | 12.62% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.29% | 9.21% |
Sharp | 0.99% | 0.9% |
Beta | 1.11% | 1.12% |
Alpha | 0.80% | -1.2% |
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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 | 24.22 | 29.06 |
Large Cap | 49.58 | 56.27 |
Small Cap | 14.98 | 8.3 |
Mid Cap | 11.22 | 6.38 |
Sector Allocation
Scheme Name |
Bandhan Aggressive Hybrid Fund - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Others | 22.77 | 29.06 |
Energy | 4.34 | 6.14 |
Technology | 10.7 | 4.85 |
Financial Services | 21.41 | 21.79 |
Consumer Cyclical | 9.89 | 6.53 |
Communication Services | 2.79 | 5.4 |
Industrials | 7.16 | 8.1 |
Basic Materials | 5.44 | 4.46 |
Healthcare | 6.79 | 4.4 |
Utilities | 3.43 | 2.45 |
Consumer Defensive | 2.69 | 5.91 |
Real Estate | 2.59 | 0.91 |
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