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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 | 4.96% | 4.98% |
| 6 Month | -3.57% | -9.36% |
| 1 Year | 9.48% | 3.8% |
| 3 Year | 10.65% | 10.69% |
| 5 Year | 19.13% | 19.56% |
SIP Return Analysis
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.78% | -3.03% |
| 1 Year | 4.61% | -5.57% |
| 3 Year | 14% | 10.45% |
| 5 Year | 14.01% | 12.77% |
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 | 0.4% | 0.38% |
| Beta | 0.97% | 1.06% |
| Alpha | 0.54% | 0.36% |
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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 | 28.96 | 25.33 |
| Large Cap | 48.61 | 58.37 |
| Mid Cap | 19.53 | 9.08 |
| Small Cap | 2.9 | 7.22 |
Sector Allocation
| Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 28.96 | 25.27 |
| Energy | 3.15 | 5.57 |
| Industrials | 9.54 | 7.91 |
| Technology | 6.28 | 6.85 |
| Consumer Cyclical | 5.68 | 8.02 |
| Healthcare | 4.88 | 5.59 |
| Basic Materials | 8.85 | 3.85 |
| Financial Services | 22.54 | 21.5 |
| Consumer Defensive | 3.89 | 6.55 |
| Communication Services | 5.17 | 4.89 |
| Utilities | 1.06 | 2.44 |
| Real Estate | - | 1.58 |
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