SBI Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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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)	₹23354 Cr	₹71143 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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month	5.52%	6.08%
6 Month	-5.07%	-2.6%
1 Year	7.17%	11.34%
3 Year	11.95%	11.34%
5 Year	21.31%	18.8%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	-1.44%	1.78%
1 Year	-1.89%	4.61%
3 Year	11.39%	14%
5 Year	14.01%	14.01%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year	10.65%	14%
3 Year	11.72%	12.23%
5 Year	11.49%	13.38%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation	9.334%	8.66%
Sharp	0.486%	0.4%
Beta	0.949%	0.97%
Alpha	0.562%	0.54%

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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
Funds Managed	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	33.28	28.96
Large Cap	48.42	48.61
Small Cap	15.63	2.9
Mid Cap	2.67	19.53

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	32.45	28.96
Energy	5.71	3.15
Technology	8.82	6.28
Consumer Defensive	6.79	3.89
Industrials	9.19	9.54
Financial Services	22.61	22.54
Healthcare	4.18	4.88
Real Estate	0.83	-
Consumer Cyclical	3.29	5.68
Basic Materials	0.58	8.85
Communication Services	4.26	5.17
Utilities	1.29	1.06