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SBI Equity Hybrid Fund vs Tata Hybrid Equity Fund compare
SBI Equity Hybrid Fund - Regular Plan -Growth
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Chart Comparison
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 | 0.39% | 1.04% |
| 6 Month | 1.95% | 3.2% |
| 1 Year | 13.21% | 6.46% |
| 3 Year | 14.89% | 12.18% |
| 5 Year | 13.3% | 13.08% |
SIP Return Analysis
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.82% | 3.89% |
| 1 Year | 13.55% | 13.72% |
| 3 Year | 14.41% | 10.79% |
| 5 Year | 13.13% | 11.43% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.3% | 12.73% |
| 3 Year | 12.36% | 14.58% |
| 5 Year | 13.56% | 15.27% |
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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