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) ₹71585 Cr ₹4137 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 0.93% -0.11%
6 Month 2.47% 2.04%
1 Year 15.98% 14.49%
3 Year 11.42% 13%
5 Year 13.66% 13.96%

SIP Return Analysis

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 10.5% 8.09%
3 Year 14.7% 14.79%
5 Year 15% 15.86%

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 0.54% 0.68%
Beta 0.96% 1.01%
Alpha 0.93% 2.33%

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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 26.21 26.31
Large Cap 51.15 54.47
Mid Cap 18.83 10.31
Small Cap 3.81 8.91

Sector Allocation

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

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