SBI Equity Hybrid Fund vs Nippon India Equity Hybrid Fund compare
SBI Equity Hybrid Fund - Regular Plan -Growth
Nippon India Equity Hybrid Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Fund | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹71143 Cr | ₹3712 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 Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Month | 4.67% | 5.45% |
6 Month | 9.48% | 3.71% |
1 Year | 14.37% | 10.46% |
3 Year | 15.53% | 18.72% |
5 Year | 19.19% | 22.67% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
6 Month | 6.88% | 5.58% |
1 Year | 13.79% | 7.4% |
3 Year | 16.41% | 16.44% |
5 Year | 14.88% | 16.63% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Year | 14% | 11.83% |
3 Year | 12.23% | 12.47% |
5 Year | 13.38% | 12.93% |
Risk Management
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Standard Deviation | 8.66% | 9.02% |
Sharp | 0.66% | 0.83% |
Beta | 1% | 1.06% |
Alpha | 0.5% | 2.39% |
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Fund Managers
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Name | Pradeep Kesavan | Sushil Budhia |
Total AUM | ₹434274 Cr | ₹29447 Cr |
Funds Managed | 43 | 11 |
SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
Market Cap
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 30.81 | 27.29 |
Large Cap | 47.31 | 53.88 |
Mid Cap | 18.83 | 10.59 |
Small Cap | 3.05 | 8.54 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 28.89 | 23.08 |
Petroleum Products | 2.46 | 3.02 |
Industrial Products | 1.61 | 1.13 |
IT - Software | 6.11 | 6.07 |
Construction | 2.41 | 3.36 |
Retailing | 2.45 | 1.49 |
Healthcare Services | 1.19 | 1.95 |
Non - Ferrous Metals | 2.35 | - |
Banks | 16.47 | 17.18 |
Realty | 0.73 | 2.31 |
Cement & Cement Products | 3.24 | 0.1 |
Transport Infrastructure | 2.57 | 2.65 |
Telecom - Services | 4.84 | 3.64 |
Consumer Durables | 0.14 | 2.01 |
Transport Services | 3.07 | 1.4 |
Personal Products | 0.81 | - |
Beverages | 1.07 | 1.88 |
Leisure Services | 0.74 | 1.01 |
Finance | 5.61 | 2.99 |
Chemicals & Petrochemicals | 3.87 | - |
Pharmaceuticals & Biotechnology | 3.42 | 3.6 |
Power | 1.38 | 3.83 |
Textiles & Apparels | 0.75 | - |
Insurance | 0.82 | 1.67 |
Auto Components | 3 | 1.01 |
Electrical Equipment | - | 1.03 |
Diversified FMCG | - | 2.02 |
Aerospace & Defense | - | 1.05 |
Ferrous Metals | - | 2.77 |
Capital Markets | - | 1.91 |
Automobiles | - | 4.17 |
Financial Technology (Fintech) | - | 0.71 |
Consumable Fuels | - | 0.76 |
Industrial Manufacturing | - | 0.45 |
Commercial Services & Supplies | - | 0.05 |
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