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)	₹75639 Cr	₹4074 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 Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	3.66%	1.84%
6 Month	11.2%	2.71%
1 Year	12.57%	3.48%
3 Year	17.8%	15.29%
5 Year	18.28%	17.61%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	9.8%	6.57%
1 Year	20.43%	6.77%
3 Year	18.23%	12.7%
5 Year	15.86%	13.43%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	13.74%	11.37%
3 Year	12.21%	13.58%
5 Year	13.41%	13.94%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	8.66%	9.21%
Sharp	0.88%	0.75%
Beta	0.99%	1.09%
Alpha	1.12%	-0.22%

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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

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	29.98	26.65
Large Cap	48.28	58.39
Mid Cap	19.46	7.36
Small Cap	2.56	7.6

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	28.09	26.65
Petroleum Products	2.66	6.16
Industrial Products	1.52	1.26
IT - Software	5.24	4.82
Construction	2.26	4.25
Retailing	2.77	0.9
Healthcare Services	1.17	-
Non - Ferrous Metals	2.11	-
Banks	16.65	20.42
Realty	0.74	0.74
Cement & Cement Products	3.09	2.5
Transport Infrastructure	2.55	1.51
Telecom - Services	5.22	5.47
Consumer Durables	0.14	-
Transport Services	3.18	0.39
Automobiles	0.6	3.82
Personal Products	0.83	0.85
Beverages	1.11	2.21
Leisure Services	0.7	-
Finance	5.18	3.44
Chemicals & Petrochemicals	4.45	-
Pharmaceuticals & Biotechnology	3.41	4.51
Auto Components	3.61	1.41
Power	1.37	1.75
Textiles & Apparels	0.79	-
Insurance	0.84	0.93
Diversified FMCG	-	3.17
Gas	-	0.81
Fertilizers & Agrochemicals	-	2.03