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)	₹79008 Cr	₹4025 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	2.2%	2.36%
6 Month	7.27%	5.37%
1 Year	13.16%	3.41%
3 Year	13.93%	11.47%
5 Year	16.52%	15.67%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	3.31%	3.21%
1 Year	15.97%	10.73%
3 Year	15.42%	10.69%
5 Year	13.73%	11.57%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	13.54%	11.1%
3 Year	12.29%	13.58%
5 Year	13.49%	14.04%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	8.66%	9.21%
Sharp	0.85%	0.59%
Beta	0.09%	0.13%
Alpha	6.94%	5.03%

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	28.43	25.24
Large Cap	57.34	52.26
Mid Cap	11.67	8.97
Small Cap	2.56	13.53

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	26.68	26.12
Petroleum Products	2.24	4.91
Industrial Products	1.38	0.98
IT - Software	3.83	6.01
Construction	2.39	4.61
Retailing	4.64	1.19
Consumer Durables	1.87	1.62
Healthcare Services	0.99	-
Non - Ferrous Metals	2.41	-
Banks	16.05	16.62
Realty	1.67	0.87
Cement & Cement Products	2.59	3.64
Transport Infrastructure	2.49	1.76
Transport Services	3.45	-
Personal Products	0.77	1.04
Beverages	0.87	1.87
Leisure Services	0.67	-
Finance	5.9	1.25
Chemicals & Petrochemicals	3.02	-
Pharmaceuticals & Biotechnology	2.66	4.18
Telecom - Services	3.78	5.5
Power	5.16	0.95
Ferrous Metals	0.25	-
Textiles & Apparels	0.66	-
Auto Components	3.58	1.61
Diversified FMCG	-	4.18
Agricultural Food & other Products	-	2.6
Automobiles	-	4.83
Gas	-	0.77
Fertilizers & Agrochemicals	-	1.95
Insurance	-	0.94