SBI Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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SBI Equity Hybrid Fund - Regular Plan -Growth

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Tata Hybrid Equity 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	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹71143 Cr	₹3997 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	20 Jan 2005	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	10%	4.76%
Expense Ratio	1.4	1.92
Manager	Pradeep Kesavan	Murthy Nagarajan
ISIN Code	INF200K01107	INF277K01303
Exits Load	SBI Equity Hybrid 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

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	-0.02%	-3.45%
6 Month	-1.99%	-8.56%
1 Year	9.88%	3.36%
3 Year	10.77%	10.4%
5 Year	12.45%	12.88%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	1.98%	-7.18%
3 Year	12.25%	9.42%
5 Year	13.42%	12.59%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	14%	11.66%
3 Year	12.23%	13.65%
5 Year	13.38%	13.89%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	8.66%	9.21%
Sharp	0.46%	0.45%
Beta	0.96%	1.03%
Alpha	0.77%	0.66%

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Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name	Pradeep Kesavan	Murthy Nagarajan
Total AUM	₹434274 Cr	₹18015 Cr
Fund Manage	43	11
	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	26.21	26.31
Large Cap	51.15	54.47
Mid Cap	18.83	10.31
Small Cap	3.81	8.91

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	26.21	26.31
Petroleum Products	4.11	5.67
IT - Software	5.51	6.28
Construction	2.53	4.55
Healthcare Services	1.12	1.33
Retailing	3.33	2.42
Non - Ferrous Metals	2.4	-
Banks	15.55	16.8
Realty	0.8	1.8
Cement & Cement Products	2.77	2.77
Transport Infrastructure	1.74	1.86
Telecom - Services	6.44	5.72
Consumer Durables	0.27	-
Transport Services	4.19	0.48
Personal Products	0.97	0.91
Industrial Products	1.53	1.48
Leisure Services	0.82	-
Finance	5.68	1.03
Chemicals & Petrochemicals	3.75	-
Pharmaceuticals & Biotechnology	4.11	4.41
Beverages	0.8	2.45
Textiles & Apparels	0.77	-
Insurance	1.18	0.87
Auto Components	3.42	1.07
Diversified FMCG	-	3.42
Automobiles	-	2.11
Gas	-	0.94
Fertilizers & Agrochemicals	-	2.42
Power	-	2.9