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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) ₹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 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%

SIP Return Analysis

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%

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 0.66% 0.6%
Beta 1% 1.09%
Alpha 0.5% -0.13%

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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 30.81 26.52
Large Cap 47.31 57.95
Mid Cap 18.83 7.8
Small Cap 3.05 7.73

Sector Allocation

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

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