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) | ₹49223 Cr | ₹82958 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 | 1.57 | 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 | -0.66% | -0.58% |
| 6 Month | 3.85% | 1.52% |
| 1 Year | 12.55% | 11.7% |
| 3 Year | 19.62% | 14.46% |
| 5 Year | 21.99% | 13.76% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.41% | 2.16% |
| 1 Year | 13.34% | 12.05% |
| 3 Year | 16.3% | 14.07% |
| 5 Year | 18.11% | 13.1% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 15.4% | 13.33% |
| 3 Year | 18.34% | 12.35% |
| 5 Year | 16.24% | 13.56% |
Risk Management
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 9.13% | 8.66% |
| Sharp | 1.34% | 0.89% |
| Beta | 1.02% | 1.06% |
| Alpha | 6.27% | 1.84% |
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 | 27.3 | 32.08 |
| Large Cap | 63.2 | 47.03 |
| Small Cap | 5.77 | 2.16 |
| Mid Cap | 3.73 | 18.73 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Others | 23.33 | 25.77 |
| Communication Services | 2.23 | 4.03 |
| Energy | 8.18 | 2.46 |
| Technology | 6.03 | 3.9 |
| Industrials | 5.98 | 10.01 |
| Consumer Defensive | 5.8 | 3.05 |
| Financial Services | 19.31 | 22.63 |
| Basic Materials | 2.53 | 9.74 |
| Consumer Cyclical | 11.35 | 6.76 |
| Healthcare | 7.17 | 4.69 |
| Real Estate | 2.74 | 1.13 |
| Utilities | 5.35 | 5.84 |
Top Comparisons
LIC Nifty Next 50 Index Fund Growth
3Y Returns17.85%
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
3Y Returns17.85%
Bajaj Finserv Overnight Fund Regular - Growth
3Y Returns0%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.33%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.29%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.3%
Franklin India Government Securities Fund - Growth
3Y Returns6.1%
HDFC Gilt Fund - Growth Plan
3Y Returns6.95%