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	-3.23%	-1.57%
6 Month	4.86%	3.88%
1 Year	18.32%	20.09%
3 Year	11.77%	10.39%
5 Year	15.53%	13.78%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	-	-
1 Year	-	-
3 Year	-	-
5 Year	-	-

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year	10.55%	13.9%
3 Year	11.64%	12.29%
5 Year	11.39%	13.37%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation	8.51%	8.66%
Sharp	0.99%	0.45%
Beta	0.92%	0.96%
Alpha	2.76%	0.79%

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	30.41	27.68
Large Cap	48.6	51.52
Mid Cap	4.06	18.84
Small Cap	16.93	1.96

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	30.41	0.16
Petroleum Products	6.38	6.08
IT - Software	5.46	4.01
Personal Products	1.97	0.99
Construction	8.25	2.36
Banks	22.06	16.67
Pharmaceuticals & Biotechnology	3	3.37
Realty	0.75	0.71
Power	1.63	-
Automobiles	0.26	-
Healthcare Services	1.84	1
Finance	0.57	5.59
Consumer Durables	0.07	0.3
Diversified FMCG	3.91	-
Media	0.09	-
Fertilizers & Agrochemicals	0.37	-
Auto Components	1.23	3.31
Transport Services	0.29	4.55
Telecom - Services	4.14	5.99
Industrial Manufacturing	0.68	-
Industrial Products	2.07	1.83
Textiles & Apparels	0.69	0.74
Beverages	1.55	0.82
Commercial Services & Supplies	1.21	-
Leisure Services	1.12	0.87
Non - Ferrous Metals	-	2.29
Financial	-	1.19
Cement & Cement Products	-	3
Transport Infrastructure	-	1.63
Capital Markets	-	0.52
Communication	-	0.48
Retailing	-	3.02
Chemicals & Petrochemicals	-	4.07
Energy	-	0.91
Insurance	-	1.21