SBI Equity Hybrid Fund vs Tata Hybrid Equity Fund compare
SBI Equity Hybrid Fund - Regular Plan -Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
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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