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 | 2.19% | 1.55% |
6 Month | 4.68% | -1.31% |
1 Year | 11.39% | 6.12% |
3 Year | 16.74% | 18.76% |
5 Year | 18.11% | 20.76% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
6 Month | 7.76% | 6.03% |
1 Year | 15.06% | 6.46% |
3 Year | 16.31% | 15.2% |
5 Year | 14.74% | 15.81% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Year | 13.74% | 11.44% |
3 Year | 12.21% | 12.76% |
5 Year | 13.41% | 12.98% |
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 | 0.88% | 1.04% |
Beta | 0.99% | 1.06% |
Alpha | 1.12% | 2.78% |
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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 | 29.98 | 26.86 |
Large Cap | 48.28 | 54.13 |
Mid Cap | 19.46 | 11.01 |
Small Cap | 2.56 | 8.3 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 28.09 | 22.81 |
Petroleum Products | 2.66 | 3.21 |
Industrial Products | 1.52 | 1.14 |
IT - Software | 5.24 | 5.76 |
Construction | 2.26 | 3.11 |
Retailing | 2.77 | 1.61 |
Healthcare Services | 1.17 | 1.89 |
Non - Ferrous Metals | 2.11 | - |
Banks | 16.65 | 17.94 |
Realty | 0.74 | 2.38 |
Cement & Cement Products | 3.09 | 0.11 |
Transport Infrastructure | 2.55 | 2.51 |
Telecom - Services | 5.22 | 3.79 |
Consumer Durables | 0.14 | 2.25 |
Transport Services | 3.18 | 1.43 |
Automobiles | 0.6 | 4.26 |
Personal Products | 0.83 | - |
Beverages | 1.11 | 1.89 |
Leisure Services | 0.7 | 1.06 |
Finance | 5.18 | 2.87 |
Chemicals & Petrochemicals | 4.45 | - |
Pharmaceuticals & Biotechnology | 3.41 | 3.43 |
Auto Components | 3.61 | 0.74 |
Power | 1.37 | 3.72 |
Textiles & Apparels | 0.79 | - |
Insurance | 0.84 | 2.19 |
Electrical Equipment | - | 1.03 |
Diversified FMCG | - | 1.8 |
Aerospace & Defense | - | 1.09 |
Ferrous Metals | - | 2.55 |
Capital Markets | - | 1.82 |
Financial Technology (Fintech) | - | 0.7 |
Consumable Fuels | - | 0.71 |
Industrial Manufacturing | - | 0.45 |
Commercial Services & Supplies | - | 0.05 |
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