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SBI Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon SBI Equity Hybrid Fund - Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Hybrid Equity Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
Fund HDFC Hybrid Equity Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹23354 Cr ₹71143 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 06 Apr 2005 20 Jan 2005
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 CRISIL Hybrid 35+65 Aggressive Index
Turn Over 15.22% 10%
Expense Ratio 1.68 1.4
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01AS4 INF200K01107
Exits Load HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month 2.87% 2.78%
6 Month 0.76% 4.32%
1 Year 7.73% 11.63%
3 Year 13.29% 12.65%
5 Year 19.55% 17.68%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month 2.48% 4.68%
1 Year 2.44% 8.57%
3 Year 12.51% 15.23%
5 Year 14.35% 14.43%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year 10.65% 14%
3 Year 11.72% 12.23%
5 Year 11.49% 13.38%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation 9.334% 8.66%
Sharp 0.486% 0.41%
Beta 0.949% 0.99%
Alpha 0.562% 0.97%

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Fund Managers

Scheme Name HDFC Hybrid Equity Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
Name Dhruv Muchhal Pradeep Kesavan
Total AUM ₹520687 Cr ₹434274 Cr
Funds Managed 40 43
HDFC Hybrid Equity Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth

Market Cap

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

SBI Equity Hybrid Fund - Regular Plan -Growth

Others 33.28 32.96
Large Cap 48.42 46.26
Small Cap 15.63 2.57
Mid Cap 2.67 18.21

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

SBI Equity Hybrid Fund - Regular Plan -Growth

Others 32.45 32.96
Energy 5.71 3.1
Technology 8.82 5.94
Consumer Defensive 6.79 3.69
Industrials 9.19 8.5
Financial Services 22.61 21.17
Healthcare 4.18 4.57
Real Estate 0.83 -
Consumer Cyclical 3.29 5.35
Basic Materials 0.58 8.73
Communication Services 4.26 4.7
Utilities 1.29 1.27

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