SBI Equity Hybrid Fund vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
SBI Equity Hybrid Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Fund | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹39886 Cr | ₹71143 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 03 Nov 1999 | 20 Jan 2005 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 31% | 10% |
Expense Ratio | 0.39 | 1.4 |
Manager | Mittul Kalawadia | Pradeep Kesavan |
ISIN Code | INF109K01480 | INF200K01107 |
Exits Load | ICICI Prudential Equity & Debt 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 | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Month | 3.06% | 3.59% |
6 Month | 7.01% | 9.15% |
1 Year | 12.35% | 13.99% |
3 Year | 21.6% | 15.64% |
5 Year | 28.01% | 19.65% |
SIP Return Analysis
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
6 Month | 6.83% | 6.88% |
1 Year | 11.82% | 13.79% |
3 Year | 20.81% | 16.41% |
5 Year | 22.09% | 14.88% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Year | 14.94% | 14% |
3 Year | 16.92% | 12.23% |
5 Year | 15.82% | 13.38% |
Risk Management
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 9.13% | 8.66% |
Sharp | 1.19% | 0.66% |
Beta | 1.01% | 1% |
Alpha | 5.99% | 0.5% |
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Fund Managers
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Name | Mittul Kalawadia | Pradeep Kesavan |
Total AUM | ₹45730 Cr | ₹434274 Cr |
Funds Managed | 5 | 43 |
ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 29.34 | 30.81 |
Mid Cap | 2.45 | 18.83 |
Large Cap | 65.51 | 47.31 |
Small Cap | 4.13 | 3.05 |
Sector Allocation
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 27.29 | 28.89 |
Fertilizers & Agrochemicals | 0.14 | - |
Petroleum Products | 3.59 | 2.46 |
Electrical Equipment | 0.4 | - |
IT - Software | 2.72 | 6.11 |
IT - Services | 0.06 | - |
Construction | 3.27 | 2.41 |
Finance | 0.55 | 5.61 |
Ferrous Metals | 0.67 | - |
Consumer Durables | 0.12 | 0.14 |
Retailing | 4.09 | 2.45 |
Diversified FMCG | 0.75 | - |
Banks | 18.51 | 16.47 |
Non - Ferrous Metals | 0.56 | 2.35 |
Realty | 1.97 | 0.73 |
Pharmaceuticals & Biotechnology | 5.72 | 3.42 |
Cement & Cement Products | 1.85 | 3.24 |
Automobiles | 8.34 | - |
Transport Services | 1.15 | 3.07 |
Leisure Services | 1.04 | 0.74 |
Auto Components | 1.62 | 3 |
Power | 6.02 | 1.38 |
Commercial Services & Supplies | 0.16 | - |
Textiles & Apparels | 0.04 | 0.75 |
Insurance | 2.61 | 0.82 |
Entertainment | 0.11 | - |
Media | 0.01 | - |
Diversified Metals | 0.03 | - |
Oil | 2.65 | - |
Food Products | 0.61 | - |
Industrial Products | 0.65 | 1.61 |
Telecom - Services | 3.76 | 4.84 |
Consumable Fuels | 0.37 | - |
Healthcare Services | - | 1.19 |
Transport Infrastructure | - | 2.57 |
Personal Products | - | 0.81 |
Beverages | - | 1.07 |
Chemicals & Petrochemicals | - | 3.87 |
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