SBI Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

Overview

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Fund	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹24098 Cr	₹71501 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Apr 2005	01 Dec 1995
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	15.22%	10%
Expense Ratio	1.68	1.4
Manager	Dhruv Muchhal	Pradeep Kesavan
ISIN Code	INF179K01AS4	INF200K01107
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365	For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month	0.39%	4.94%
6 Month	12.1%	16.62%
1 Year	23.5%	25.15%
3 Year	15.32%	12.47%
5 Year	17.35%	16.13%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	-	-
1 Year	10.45%	11.94%
3 Year	27.07%	25.31%
5 Year	55.69%	48.06%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year	18.02%	15.69%
3 Year	44.42%	37.37%
5 Year	59.82%	51.97%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation	8.51%	8.66%
Sharp	0.99%	0.65%
Beta	0.92%	0.94%
Alpha	2.76%	1.2%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Fund Manage	40	43
	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	29.92	27.68
Large Cap	49.31	51.52
Mid Cap	3.66	18.84
Small Cap	17.11	1.96

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	18.07	0.16
Financial	7.78	1.19
Petroleum Products	6.29	6.08
IT - Software	5.76	4.01
Personal Products	1.97	0.99
Construction	9.44	2.36
Banks	23.78	16.67
Pharmaceuticals & Biotechnology	2.93	3.37
Realty	0.71	0.71
Power	1.65	-
Paper, Forest & Jute Products	0.17	-
Healthcare Services	1.6	1
Finance	0.56	5.59
Diversified FMCG	3.77	-
Media	0.1	-
Fertilizers & Agrochemicals	0.46	-
Auto Components	1.18	3.31
Transport Services	0.29	4.55
Telecom - Services	3.64	5.99
Industrial Manufacturing	0.69	-
Industrial Products	2.15	1.83
Energy	0.51	0.91
Textiles & Apparels	0.8	0.74
Beverages	1.39	0.82
Commercial Services & Supplies	1.4	-
Leisure Services	1.47	0.87
Unclassified	1.44	-
Non - Ferrous Metals	-	2.29
Cement & Cement Products	-	3
Transport Infrastructure	-	1.63
Capital Markets	-	0.52
Consumer Durables	-	0.3
Communication	-	0.48
Retailing	-	3.02
Chemicals & Petrochemicals	-	4.07
Insurance	-	1.21