SBI Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon SBI Equity Hybrid Fund - Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹24068 Cr ₹71585 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 06 Apr 2005 20 Jan 2005
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 CRISIL Hybrid 35+65 Aggressive Index
Turn Over 15.22% 10%
Expense Ratio 1.68 1.4
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01AS4 INF200K01107
Exits Load HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month 1.06% 1.31%
6 Month 4.86% 2.89%
1 Year 18.32% 16.27%
3 Year 11.77% 11.51%
5 Year 15.53% 13.78%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month - -
1 Year - 10.5%
3 Year - 14.7%
5 Year - 15%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation 8.51% 8.66%
Sharp 0.99% 0.54%
Beta 0.92% 0.96%
Alpha 2.76% 0.93%

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Fund Managers

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

Market Cap

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

SBI Equity Hybrid Fund - Regular Plan -Growth

Others 31.05 26.21
Large Cap 48.51 51.15
Mid Cap 3.76 18.83
Small Cap 16.68 3.81

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

SBI Equity Hybrid Fund - Regular Plan -Growth

Others 31.05 26.21
Petroleum Products 5.85 4.11
IT - Software 5.43 5.51
Personal Products 1.8 0.97
Construction 7.91 2.53
Banks 22.73 15.55
Pharmaceuticals & Biotechnology 2.98 4.11
Realty 0.79 0.8
Power 1.55 -
Automobiles 0.45 -
Healthcare Services 1.85 1.12
Finance 0.55 5.68
Consumer Durables 0.09 0.27
Diversified FMCG 3.8 -
Media 0.09 -
Fertilizers & Agrochemicals 0.36 -
Auto Components 1.14 3.42
Transport Services 0.29 4.19
Telecom - Services 4.02 6.44
Industrial Manufacturing 0.68 -
Industrial Products 2.02 1.53
Textiles & Apparels 0.7 0.77
Beverages 1.45 0.8
Commercial Services & Supplies 1.31 -
Leisure Services 1.11 0.82
Retailing - 3.33
Non - Ferrous Metals - 2.4
Cement & Cement Products - 2.77
Transport Infrastructure - 1.74
Chemicals & Petrochemicals - 3.75
Insurance - 1.18

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