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SBI Equity Hybrid Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G)

SBI Equity Hybrid Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G)

stock1

SBI Equity Hybrid Fund - Direct (G)

13.36%

stock2

Tata Balanced Advantage Fund - Direct (G)

5.67%

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Graph not available

About Fund

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

CAMS Ltd. Karvy Computershare P Ltd MCS Ltd.

Very High Risk

1000

75639.24

1.72

339.0176

January 1, 2013

0

Moderately High Risk

5000

10227.01

2.5

22.8454

January 9, 2019

0

18.9 %

18.52 %

13.36 %

15.78 %

15.21 %

5.67 %

R Srinivasan

M.Com., MFM from University of Bombay.

Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

Rahul Singh

B.SC Economic Hons. and hold a PGDM FROM IIM-A.

Mr. Singh is a B.Sc Economic Hons.and holds a PGDM from IIM-A.Prior to joining LIC Nomura Mutual Fund , he has worked with BOI AXA Investment Managers(August 2009-August 2015) , ING Investment Management (May 2008- August 2009) Standard Chartered Bank (intern)( April 2007- May 2007) and Ashika Capital ( Jan 2004 - April 2006).

RahulSingh

B.Tech, PGDBM

From October 2018 to date with Tata Asset Management Ltd. He is Chief Investment Officer-Equities at Tata Asset Management Ltd and reporting to Chief Executive Officer & Managing Director. From July 2015 to October 2018 with Ampersand Capital Investment Advisors LLP as Managing Partner. From August 2010 to March 2015 with Standard Chartered Securities Ltd. as Managing Director Reporting to CEO. From August 2005 to June 2010 with Citigroup Global Markets as Senior Research Analyst Reporting to Head of Research.

Get your FAQs right

When comparing SBI Equity Hybrid Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.
Yes, you can invest in both SBI Equity Hybrid Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.
While comparing SBI Equity Hybrid Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.
Yes, you can typically switch between SBI Equity Hybrid Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.
Yes, you can compare SBI Equity Hybrid Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

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