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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) | ₹77794 Cr | ₹4091 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 | -1.08% | -0.97% |
| 6 Month | 11.74% | 9.67% |
| 1 Year | 5.41% | -3.5% |
| 3 Year | 13.08% | 10.93% |
| 5 Year | 15.35% | 15.05% |
SIP Return Analysis
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.26% | 1.23% |
| 1 Year | 11.72% | 2.66% |
| 3 Year | 15.18% | 10.18% |
| 5 Year | 14% | 11.76% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.63% | 11.2% |
| 3 Year | 12.25% | 13.63% |
| 5 Year | 13.46% | 14% |
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 | 0.94% | 0.71% |
| Beta | 0.07% | 0.14% |
| Alpha | 7.58% | 5.8% |
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 | 29.78 | 27.95 |
| Large Cap | 47.71 | 53.5 |
| Mid Cap | 19.91 | 8.56 |
| Small Cap | 2.6 | 9.99 |
Sector Allocation
| Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 26.21 | 27.95 |
| Energy | 2.32 | 4.93 |
| Industrials | 8.93 | 7.48 |
| Technology | 4.47 | 4.44 |
| Consumer Cyclical | 7.63 | 6.8 |
| Basic Materials | 10.23 | 5.76 |
| Healthcare | 4.26 | 4.76 |
| Financial Services | 24.53 | 19.62 |
| Real Estate | 1.67 | 0.91 |
| Communication Services | 4.98 | 5.55 |
| Consumer Defensive | 3.54 | 9.47 |
| Utilities | 1.23 | 2.34 |
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