SBI Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon SBI Equity Hybrid Fund - Regular Plan -Growth

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tortoise-icon 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 Very High
Asset Size (Cr) ₹71501 Cr ₹3917 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Dec 1995 08 Oct 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive Index
Turn Over 10% 4.76%
Expense Ratio 1.4 1.93
Manager Pradeep Kesavan Murthy Nagarajan
ISIN Code INF200K01107 INF277K01303
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month -4.41% -4.88%
6 Month 4.26% 4.49%
1 Year 18.38% 20.16%
3 Year 9.6% 11.09%
5 Year 13.26% 13.91%

SIP Return Analysis

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 12.5% 15.18%
3 Year 14.6% 16.38%
5 Year 14.93% 16.71%

Rolling Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 13.9% 11.52%
3 Year 12.29% 13.77%
5 Year 13.37% 13.84%

Risk Management

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 8.66% 9.21%
Sharp 0.45% 0.6%
Beta 0.96% 1.02%
Alpha 0.79% 2.24%

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Fund Managers

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

Market Cap

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 27.68 25.51
Large Cap 51.52 55.94
Mid Cap 18.84 11.26
Small Cap 1.96 7.29

Sector Allocation

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 0.16 5.93
Petroleum Products 6.08 -
IT - Software 4.01 -
Construction 2.36 7.14
Healthcare Services 1 -
Non - Ferrous Metals 2.29 -
Banks 16.67 -
Realty 0.71 -
Financial 1.19 29.11
Cement & Cement Products 3 -
Transport Infrastructure 1.63 -
Telecom - Services 5.99 -
Capital Markets 0.52 -
Consumer Durables 0.3 -
Transport Services 4.55 -
Communication 0.48 5.94
Personal Products 0.99 -
Retailing 3.02 -
Industrial Products 1.83 -
Leisure Services 0.87 -
Finance 5.59 -
Chemicals & Petrochemicals 4.07 -
Pharmaceuticals & Biotechnology 3.37 -
Beverages 0.82 -
Energy 0.91 10.78
Textiles & Apparels 0.74 -
Insurance 1.21 0.13
Auto Components 3.31 -
Sovereign - 6.07
Automobile - 3.13
Technology - 6.06
Materials - 3.08
Healthcare - 2.96
Consumer Staples - 6.55
Metals & Mining - 0.68
Capital Goods - 2.65
Chemicals - 4
Services - 5.79

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