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

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tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

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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 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 -0.25% 2.52%
6 Month 1.94% 2.84%
1 Year 18.02% 15.2%
3 Year 19.33% 11.42%
5 Year 21.1% 13.75%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month 7.24% -
1 Year 8% 10.5%
3 Year 20.61% 14.7%
5 Year 23.4% 15%

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 1.29% 0.54%
Beta 0.93% 0.96%
Alpha 8.44% 0.93%

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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

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