BANDHAN Hybrid Equity Fund vs Tata Hybrid Equity Fund compare

BANDHAN Hybrid Equity Fund vs Tata Hybrid Equity Fund compare

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Bandhan Aggressive Hybrid Fund - Growth

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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)	₹1365 Cr	₹4156 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	0.03%	0.35%
6 Month	6.9%	4.05%
1 Year	7.93%	3.19%
3 Year	15.12%	10.61%
5 Year	16.18%	13.97%

SIP Return Analysis

Scheme Name	Bandhan Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	3.86%	3.08%
1 Year	17.75%	11.96%
3 Year	16.22%	10.77%
5 Year	14.84%	11.6%

Rolling Lumpsum Returns

Scheme Name	Bandhan Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	8.52%	12.91%
3 Year	13.8%	14.62%
5 Year	12.85%	15.35%

Risk Management

Scheme Name	Bandhan Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	10.78%	9.21%
Sharp	0.80%	0.61%
Beta	1.13%	1.16%
Alpha	1.64%	-1.3%

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	28.6	27.05
Large Cap	49.69	54.4
Small Cap	13.49	11.61
Mid Cap	8.22	6.93

Sector Allocation

Scheme Name	Bandhan Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	23.7	25.46
Energy	4.3	5.79
Technology	8.42	6.06
Financial Services	20.12	19.18
Consumer Cyclical	11.74	8.13
Industrials	7.63	7.59
Basic Materials	5.09	6.2
Consumer Defensive	3.71	8.97
Healthcare	6.51	4.19
Communication Services	2.81	5.87
Real Estate	2.48	0.78
Utilities	3.48	1.78

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