SBI Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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 Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹82958 Cr	₹4166 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 Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	-0.99%	-0.11%
6 Month	0.55%	2.25%
1 Year	11.25%	5.05%
3 Year	14.01%	11.36%
5 Year	13.51%	13.1%

SIP Return Analysis

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	2.16%	3.11%
1 Year	12.05%	11.62%
3 Year	14.07%	10.39%
5 Year	13.1%	11.35%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	13.33%	12.8%
3 Year	12.35%	14.59%
5 Year	13.56%	15.31%

Risk Management

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	8.66%	9.21%
Sharp	0.89%	0.53%
Beta	1.06%	1.16%
Alpha	1.84%	-1.43%

Fund Managers

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option

Market Cap

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	32.08	29
Large Cap	47.03	55.84
Mid Cap	18.73	5.48
Small Cap	2.16	9.67

Sector Allocation

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	25.77	27.57
Energy	2.46	6.06
Industrials	10.01	8.03
Technology	3.9	6.29
Consumer Cyclical	6.76	7.6
Basic Materials	9.74	5.76
Healthcare	4.69	3.04
Financial Services	22.63	19.36
Real Estate	1.13	0.45
Consumer Defensive	3.05	8.85
Communication Services	4.03	5.95
Utilities	5.84	1.04

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