SBI Equity Hybrid Fund vs Nippon India Equity Hybrid Fund compare
SBI Equity Hybrid Fund - Regular Plan -Growth
Nippon India Aggressive Hybrid Fund - Regular - Growth
Chart Comparison
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 |
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