SBI Equity Hybrid Fund vs Nippon India Equity Hybrid Fund compare

SBI Equity Hybrid Fund vs Nippon India Equity Hybrid Fund compare

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SBI Equity Hybrid Fund - Regular Plan -Growth

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Nippon India Aggressive Hybrid Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Fund	SBI Equity Hybrid Fund - Regular Plan -Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹79008 Cr	₹3960 Cr
Min Investment	₹1000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	20 Jan 2005	08 Jun 2005
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	10%	40%
Expense Ratio	1.4	1.97
Manager	Pradeep Kesavan	Sushil Budhia
ISIN Code	INF200K01107	INF204K01FW1
Exits Load	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	Nippon India Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
1 Month	2.78%	2.12%
6 Month	7.29%	6.66%
1 Year	12.42%	5.37%
3 Year	14.15%	15.29%
5 Year	16.93%	19.33%

SIP Return Analysis

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
6 Month	0.7%	0.96%
1 Year	10.54%	8.18%
3 Year	13.65%	12.41%
5 Year	12.73%	13.64%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
1 Year	13.54%	11.02%
3 Year	12.29%	13.01%
5 Year	13.49%	13.15%

Risk Management

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Standard Deviation	8.81%	9.03%
Sharp	0.81%	0.91%
Beta	0.98%	1.02%
Alpha	1.07%	1.87%

Fund Managers

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Name	Pradeep Kesavan	Sushil Budhia
Total AUM	₹434274 Cr	₹29447 Cr
Funds Managed	43	11
	SBI Equity Hybrid Fund - Regular Plan -Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth

Market Cap

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Others	33.27	32.1
Large Cap	45.66	48.52
Mid Cap	18.52	11.25
Small Cap	2.56	8.13

Sector Allocation

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Others	27.14	23.22
Energy	2.24	3.72
Industrials	9.7	9.5
Technology	3.83	7.11
Consumer Cyclical	7.4	9.21
Basic Materials	9.97	3.25
Healthcare	3.65	4.91
Financial Services	21.94	23.6
Real Estate	1.67	3.55
Communication Services	3.78	3.97
Consumer Defensive	3.51	3.45
Utilities	5.16	4.51

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