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 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)	₹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

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	2.33%	1.71%
6 Month	9.16%	1.99%
1 Year	13.53%	6.46%
3 Year	15.04%	14.46%
5 Year	19.23%	19.49%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	6.88%	4.14%
1 Year	13.79%	3.35%
3 Year	16.41%	12.36%
5 Year	14.88%	13.36%

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%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	8.66%	9.21%
Sharp	0.66%	0.6%
Beta	1%	1.09%
Alpha	0.5%	-0.13%

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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

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	30.81	26.52
Large Cap	47.31	57.95
Mid Cap	18.83	7.8
Small Cap	3.05	7.73

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	28.89	26.52
Petroleum Products	2.46	5.7
Industrial Products	1.61	1.36
IT - Software	6.11	5.14
Construction	2.41	4.47
Retailing	2.45	0.86
Healthcare Services	1.19	-
Non - Ferrous Metals	2.35	-
Banks	16.47	20.96
Realty	0.73	1.36
Cement & Cement Products	3.24	2.51
Transport Infrastructure	2.57	1.53
Telecom - Services	4.84	5.22
Consumer Durables	0.14	-
Transport Services	3.07	0.37
Personal Products	0.81	0.9
Beverages	1.07	2.32
Leisure Services	0.74	-
Finance	5.61	2.63
Chemicals & Petrochemicals	3.87	-
Pharmaceuticals & Biotechnology	3.42	4.52
Power	1.38	1.71
Textiles & Apparels	0.75	-
Insurance	0.82	0.87
Auto Components	3	0.77
Diversified FMCG	-	3.11
Automobiles	-	4.48
Gas	-	0.74
Fertilizers & Agrochemicals	-	1.95