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) | ₹48071 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 | 0.44% | -0.26% |
| 6 Month | 5.93% | 3.33% |
| 1 Year | 10.34% | 9.17% |
| 3 Year | 18.91% | 13.72% |
| 5 Year | 22.09% | 14.01% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.97% | 1.76% |
| 1 Year | 16.13% | 13.48% |
| 3 Year | 17% | 14.32% |
| 5 Year | 18.29% | 13.05% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 15.41% | 13.39% |
| 3 Year | 18.31% | 12.33% |
| 5 Year | 16.21% | 13.54% |
Risk Management
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 8.95% | 8.81% |
| Sharp | 1.25% | 0.79% |
| Beta | 0.98% | 1.00% |
| Alpha | 5.60% | 1.32% |
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 | 27.72 | 32.52 |
| Large Cap | 63.59 | 46.75 |
| Small Cap | 5.43 | 2.36 |
| Mid Cap | 3.26 | 18.37 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Others | 24.3 | 26.21 |
| Communication Services | 2.58 | 3.99 |
| Energy | 8.31 | 2.36 |
| Technology | 5.38 | 3.84 |
| Industrials | 5.77 | 9.61 |
| Financial Services | 19.84 | 22.01 |
| Basic Materials | 2.34 | 10.03 |
| Consumer Cyclical | 10.96 | 7.2 |
| Consumer Defensive | 4.91 | 3.22 |
| Healthcare | 7 | 4.02 |
| Real Estate | 2.84 | 1.42 |
| Utilities | 5.76 | 6.1 |
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