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) | ₹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 |
Top Comparisons
Sundaram Equity Savings Fund (G)
3Y Returns11.8%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns11.09%
Kotak Money Market Fund - (Growth)
3Y Returns7.54%
Kotak Money Market Fund - (Growth)
3Y Returns7.54%
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
3Y Returns14.6%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns15.58%
Mirae Asset Flexi Cap Fund - Regular Plan - Growth
3Y Returns0%
Quant Flexi Cap Fund-Growth
3Y Returns17.53%