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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 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%

SIP Return Analysis

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%

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% 0.66%
Beta 0.949% 1%
Alpha 0.562% 0.5%

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

Sector Allocation

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

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