SBI Equity Hybrid Fund vs ICICI Prudential Equity & Debt Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name ICICI Prudential Equity & Debt Fund - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
Fund ICICI Prudential Equity & Debt Fund - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹40203 Cr ₹71585 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Nov 1999 20 Jan 2005
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive Index
Turn Over 31% 10%
Expense Ratio 1.58 1.4
Manager Mittul Kalawadia Pradeep Kesavan
ISIN Code INF109K01480 INF200K01107
Exits Load ICICI Prudential Equity & Debt 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 ICICI Prudential Equity & Debt Fund - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month -1.27% -1.82%
6 Month -2.3% -1.89%
1 Year 13.35% 11.86%
3 Year 17.01% 10.08%
5 Year 20.35% 13%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month 7.24% -
1 Year 4.34% 5.05%
3 Year 19.22% 12.95%
5 Year 22.47% 13.83%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year 14.91% 13.9%
3 Year 16.62% 12.29%
5 Year 15.68% 13.37%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation 9.13% 8.66%
Sharp 1.13% 0.42%
Beta 0.94% 0.96%
Alpha 8.2% 1.01%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ICICI Prudential Equity & Debt Fund - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
Name Mittul Kalawadia Pradeep Kesavan
Total AUM ₹45730 Cr ₹434274 Cr
Fund Manage 5 43
ICICI Prudential Equity & Debt Fund - Growth SBI Equity Hybrid Fund - Regular Plan -Growth

Market Cap

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

SBI Equity Hybrid Fund - Regular Plan -Growth

Others 27.99 26.21
Large Cap 62.48 51.15
Small Cap 5.24 3.81
Mid Cap 4.5 18.83

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

SBI Equity Hybrid Fund - Regular Plan -Growth

Others 27.99 26.21
Telecom - Services 4.4 6.44
Petroleum Products 3.08 4.11
Electrical Equipment 0.62 -
IT - Software 3.57 5.51
IT - Services 0.06 -
Construction 3.09 2.53
Finance 1.39 5.68
Ferrous Metals 0.46 -
Consumer Durables 0.25 0.27
Retailing 3.18 3.33
Diversified FMCG 1.28 -
Banks 15.94 15.55
Non - Ferrous Metals 0.48 2.4
Units of Real Estate Investment Trust (REITs) 1.36 -
Pharmaceuticals & Biotechnology 6.05 4.11
Cement & Cement Products 1.08 2.77
Units of Infrastructure Investment Trusts 0.68 -
Automobiles 8.02 -
Transport Services 0.82 4.19
Leisure Services 1.2 0.82
Auto Components 1.71 3.42
Textiles & Apparels 0.05 0.77
FINANCE 0.33 -
Insurance 1.97 1.18
Entertainment 0.2 -
Media 0.02 -
Oil 3.08 -
Food Products 0.37 -
Industrial Products 0.34 1.53
Capital Markets 0.18 -
Consumable Fuels 0.19 -
Fertilizers & Agrochemicals 0.11 -
Power 6.66 -
Healthcare Services - 1.12
Realty - 0.8
Transport Infrastructure - 1.74
Personal Products - 0.97
Chemicals & Petrochemicals - 3.75
Beverages - 0.8

Top Comparisons

SBI Floating Rate Debt Fund - Regular Plan - Growth SBI Floating Rate Debt Fund - Regular Plan - Growth

3Y Returns6.72%

VS

UTI - Floater Fund - Regular Plan  - Growth Option UTI - Floater Fund - Regular Plan - Growth Option

3Y Returns5.89%

Compare Now

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns16.17%

VS

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns6.08%

VS

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns5.76%

Compare Now

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns5.76%

VS

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns5.76%

Compare Now
Request call back
Add to Cart Successfully