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	5.72%	5.68%
6 Month	3.72%	8.56%
1 Year	10.52%	14.13%
3 Year	16.03%	15.33%
5 Year	20.63%	18.59%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	2.09%	4.38%
1 Year	1.85%	8.49%
3 Year	11.59%	14.53%
5 Year	13.53%	13.79%

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%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation	9.334%	8.66%
Sharp	0.486%	0.66%
Beta	0.949%	1%
Alpha	0.562%	0.5%

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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	30.81
Large Cap	48.42	47.31
Small Cap	15.63	3.05
Mid Cap	2.67	18.83

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	32.45	28.89
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	-	2.46
Industrial Products	-	1.61
IT - Software	-	6.11
Construction	-	2.41
Retailing	-	2.45
Healthcare Services	-	1.19
Non - Ferrous Metals	-	2.35
Banks	-	16.47
Realty	-	0.73
Cement & Cement Products	-	3.24
Transport Infrastructure	-	2.57
Telecom - Services	-	4.84
Consumer Durables	-	0.14
Transport Services	-	3.07
Personal Products	-	0.81
Beverages	-	1.07
Leisure Services	-	0.74
Finance	-	5.61
Chemicals & Petrochemicals	-	3.87
Pharmaceuticals & Biotechnology	-	3.42
Power	-	1.38
Textiles & Apparels	-	0.75
Insurance	-	0.82
Auto Components	-	3