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	3.05%	3.45%
6 Month	-0.52%	2.51%
1 Year	10.1%	14.34%
3 Year	12.57%	12%
5 Year	20.74%	18.49%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	1.87%	3.98%
1 Year	2.09%	7.98%
3 Year	12.2%	14.76%
5 Year	14.21%	14.2%

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%	0.41%
Beta	0.949%	0.99%
Alpha	0.562%	0.97%

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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	32.96
Large Cap	48.42	46.26
Small Cap	15.63	2.57
Mid Cap	2.67	18.21

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	32.45	32.96
Energy	5.71	3.1
Technology	8.82	5.94
Consumer Defensive	6.79	3.69
Industrials	9.19	8.5
Financial Services	22.61	21.17
Healthcare	4.18	4.57
Real Estate	0.83	-
Consumer Cyclical	3.29	5.35
Basic Materials	0.58	8.73
Communication Services	4.26	4.7
Utilities	1.29	1.27