SBI Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month	1.48%	2.19%
6 Month	0.35%	4.68%
1 Year	6.69%	11.39%
3 Year	16.61%	16.74%
5 Year	20%	18.11%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	6.17%	7.76%
1 Year	8.42%	15.06%
3 Year	13.07%	16.31%
5 Year	14.21%	14.74%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year	10.36%	13.74%
3 Year	11.75%	12.21%
5 Year	11.6%	13.41%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation	9.334%	8.66%
Sharp	0.486%	0.88%
Beta	0.949%	0.99%
Alpha	0.562%	1.12%

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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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	33.28	29.98
Large Cap	48.42	48.28
Small Cap	15.63	2.56
Mid Cap	2.67	19.46

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	32.45	28.09
Energy	5.71	-
Technology	8.82	-
Consumer Defensive	6.79	-
Industrials	9.19	-
Financial Services	22.61	-
Healthcare	4.18	-
Real Estate	0.83	-
Consumer Cyclical	3.29	-
Basic Materials	0.58	-
Communication Services	4.26	-
Utilities	1.29	-
Petroleum Products	-	2.66
Industrial Products	-	1.52
IT - Software	-	5.24
Construction	-	2.26
Retailing	-	2.77
Healthcare Services	-	1.17
Non - Ferrous Metals	-	2.11
Banks	-	16.65
Realty	-	0.74
Cement & Cement Products	-	3.09
Transport Infrastructure	-	2.55
Telecom - Services	-	5.22
Consumer Durables	-	0.14
Transport Services	-	3.18
Automobiles	-	0.6
Personal Products	-	0.83
Beverages	-	1.11
Leisure Services	-	0.7
Finance	-	5.18
Chemicals & Petrochemicals	-	4.45
Pharmaceuticals & Biotechnology	-	3.41
Auto Components	-	3.61
Power	-	1.37
Textiles & Apparels	-	0.79
Insurance	-	0.84