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 | 3.21% | 2.78% |
6 Month | 2.12% | 4.32% |
1 Year | 10.36% | 11.63% |
3 Year | 18.93% | 12.65% |
5 Year | 26.5% | 17.68% |
SIP Return Analysis
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
6 Month | 4.74% | 4.68% |
1 Year | 6.83% | 8.57% |
3 Year | 19.85% | 15.23% |
5 Year | 21.9% | 14.43% |
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 | 0.96% | 0.41% |
Beta | 0.99% | 0.99% |
Alpha | 6.65% | 0.97% |
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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 | 28.36 | 32.96 |
Large Cap | 64.81 | 46.26 |
Small Cap | 4 | 2.57 |
Mid Cap | 2.84 | 18.21 |
Sector Allocation
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 26.88 | 32.96 |
Communication Services | 4.64 | 4.7 |
Basic Materials | 2.53 | 8.73 |
Energy | 7.13 | 3.1 |
Industrials | 5.43 | 8.5 |
Technology | 3.23 | 5.94 |
Financial Services | 21.96 | 21.17 |
Consumer Cyclical | 11.05 | 5.35 |
Consumer Defensive | 4.21 | 3.69 |
Real Estate | 1.31 | - |
Healthcare | 5.89 | 4.57 |
Utilities | 5.74 | 1.27 |
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