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SBI Equity Hybrid Fund vs Tata Hybrid Equity Fund compare
SBI Equity Hybrid Fund - Regular Plan -Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.45% | 2.42% |
| 6 Month | 2.51% | -4.1% |
| 1 Year | 14.34% | 7.26% |
| 3 Year | 12% | 12.12% |
| 5 Year | 18.49% | 19.12% |
SIP Return Analysis
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.98% | 0.32% |
| 1 Year | 7.98% | -2.37% |
| 3 Year | 14.76% | 10.98% |
| 5 Year | 14.2% | 12.85% |
Rolling Lumpsum Returns
| 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% |
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 | 0.41% | 0.39% |
| Beta | 0.99% | 1.08% |
| Alpha | 0.97% | 0.79% |
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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 |
| Funds Managed | 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 | 32.96 | 25.02 |
| Large Cap | 46.26 | 58.6 |
| Mid Cap | 18.21 | 8.68 |
| Small Cap | 2.57 | 7.7 |
Sector Allocation
| Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 32.96 | 25.02 |
| Energy | 3.1 | 5.66 |
| Industrials | 8.5 | 7.51 |
| Technology | 5.94 | 6.42 |
| Consumer Cyclical | 5.35 | 7.56 |
| Healthcare | 4.57 | 5.33 |
| Basic Materials | 8.73 | 4.14 |
| Financial Services | 21.17 | 23.83 |
| Consumer Defensive | 3.69 | 6.08 |
| Communication Services | 4.7 | 4.96 |
| Utilities | 1.27 | 2.16 |
| Real Estate | - | 1.34 |
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