Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Equity Hybrid Fund vs Nippon India Equity Hybrid Fund compare

Link copied to clipboard!

tortoise-icon SBI Equity Hybrid Fund - Regular Plan -Growth

Invest Now

tortoise-icon Nippon India Aggressive Hybrid Fund - Regular - Growth

Invest Now

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) ₹77256 Cr ₹3894 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 1.26% 1.86%
6 Month 12.32% 13.3%
1 Year 5.91% 1.2%
3 Year 13.01% 15.17%
5 Year 16.33% 18.93%

SIP Return Analysis

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Nippon India Aggressive Hybrid Fund - Regular - Growth
6 Month 2.65% 3.49%
1 Year 13.64% 10.64%
3 Year 14.93% 14.31%
5 Year 13.59% 14.85%

Rolling Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Nippon India Aggressive Hybrid Fund - Regular - Growth
1 Year 13.63% 11.23%
3 Year 12.25% 12.93%
5 Year 13.46% 13.05%

Risk Management

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Nippon India Aggressive Hybrid Fund - Regular - Growth
Standard Deviation 8.66% 9.02%
Sharp 0.78% 0.93%
Beta 0.07% 0.09%
Alpha 6.39% 8.12%

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 29.78 30.76
Large Cap 47.71 48.89
Mid Cap 19.91 11.79
Small Cap 2.6 8.56

Sector Allocation

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

Nippon India Aggressive Hybrid Fund - Regular - Growth

Others 25.25 23.82
Energy 2.32 3.77
Industrials 9.9 10.28
Technology 4.47 6.31
Consumer Cyclical 7.63 7.55
Basic Materials 10.23 2.81
Healthcare 4.26 5.19
Financial Services 24.53 24.95
Real Estate 1.67 3.87
Communication Services 4.98 3.62
Consumer Defensive 3.54 3.58
Utilities 1.23 4.25

Top Comparisons

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns15.81%

VS

UTI Focused Fund- Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option

3Y Returns14%

Compare Now

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns14.6%

VS

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns22.93%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)

3Y Returns0%

Compare Now

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns10.04%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns13.2%

Compare Now
Add to Cart Successfully