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) | ₹1083 Cr | ₹4091 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 | 0.4% | -1.26% |
| 6 Month | 14.03% | 6.93% |
| 1 Year | 7.39% | -0.95% |
| 3 Year | 14.54% | 10.84% |
| 5 Year | 18.12% | 15.72% |
SIP Return Analysis
| Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.51% | 1.38% |
| 1 Year | 9.54% | 0.98% |
| 3 Year | 15.36% | 9.34% |
| 5 Year | 14.54% | 11.18% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.85% | 11.2% |
| 3 Year | 13.58% | 13.63% |
| 5 Year | 12% | 14% |
Risk Management
| Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.81% | 9.21% |
| Sharp | 0.82% | 0.71% |
| Beta | 1.10% | 0.14% |
| Alpha | 1.68% | 5.8% |
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 | 23.94 | 27.95 |
| Large Cap | 50.56 | 53.5 |
| Small Cap | 15.55 | 9.99 |
| Mid Cap | 9.95 | 8.56 |
Sector Allocation
| Scheme Name |
Bandhan Aggressive Hybrid Fund - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 21.36 | 27.95 |
| Energy | 4.38 | 4.93 |
| Technology | 10.67 | 4.44 |
| Financial Services | 20.1 | 19.62 |
| Consumer Cyclical | 11.22 | 6.8 |
| Consumer Defensive | 3.94 | 9.47 |
| Industrials | 6.81 | 7.48 |
| Basic Materials | 5.33 | 5.76 |
| Healthcare | 7.79 | 4.76 |
| Utilities | 3.63 | 2.34 |
| Communication Services | 2.03 | 5.55 |
| Real Estate | 2.74 | 0.91 |
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