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) ₹37029 Cr ₹71501 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Nov 1999 01 Dec 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 31% 10%
Expense Ratio 1.6 1.4
Manager Mittul Kalawadia Pradeep Kesavan
ISIN Code INF109K01480 INF200K01107
Exits Load Exit load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days/365 For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month -5.37% -4.41%
6 Month 4.16% 4.26%
1 Year 25.01% 18.38%
3 Year 17.55% 9.6%
5 Year 21.14% 13.26%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month 7.24% -
1 Year 17.39% 12.5%
3 Year 23.05% 14.6%
5 Year 24.75% 14.93%

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 1.26% 0.45%
Beta 0.93% 0.96%
Alpha 8.88% 0.79%

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 30.8 27.68
Large Cap 59.28 51.52
Small Cap 5.24 1.96
Mid Cap 4.67 18.84

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

SBI Equity Hybrid Fund - Regular Plan -Growth

Others 30.8 0.16
Telecom - Services 4.54 5.99
Petroleum Products 3.21 6.08
Electrical Equipment 0.64 -
IT - Software 2.86 4.01
IT - Services 0.06 -
Construction 3.1 2.36
Finance 1.7 5.59
Ferrous Metals 0.48 -
Consumer Durables 0.28 0.3
Retailing 2.06 3.02
Diversified FMCG 1.25 -
Banks 15.13 16.67
Non - Ferrous Metals 0.52 2.29
Realty 1.3 0.71
Pharmaceuticals & Biotechnology 6 3.37
Cement & Cement Products 0.61 3
Units of Infrastructure Investment Trusts 0.57 -
Automobiles 8.17 -
Transport Services 0.66 4.55
Leisure Services 1.21 0.87
Auto Components 1.79 3.31
Textiles & Apparels 0.04 0.74
Insurance 1.87 1.21
Entertainment 0.2 -
Media 0.02 -
Oil 2.74 -
Food Products 0.4 -
Industrial Products 0.36 1.83
Capital Markets 0.16 0.52
Consumable Fuels 0.21 -
Fertilizers & Agrochemicals 0.12 -
Power 6.93 -
Healthcare Services - 1
Financial - 1.19
Transport Infrastructure - 1.63
Communication - 0.48
Personal Products - 0.99
Chemicals & Petrochemicals - 4.07
Beverages - 0.82
Energy - 0.91

Top Comparisons

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns19.86%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns0%

Compare Now

ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH

3Y Returns0%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns6.06%

Compare Now

Franklin India Savings Fund - Growth Option Franklin India Savings Fund - Growth Option

3Y Returns6.29%

VS

UTI MMF - Regular Plan - Growth Option UTI MMF - Regular Plan - Growth Option

3Y Returns6.54%

Compare Now

Kotak Healthcare Fund - Regular (G) Kotak Healthcare Fund - Regular (G)

3Y Returns0%

VS

Tata India Pharma & Healthcare Fund-Regular Plan-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth

3Y Returns19.2%

Compare Now
Request call back
Add to Cart Successfully