SBI Equity Hybrid Fund vs Nippon India Equity Hybrid Fund compare
SBI Equity Hybrid Fund - Regular Plan -Growth
Nippon India Equity Hybrid Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Fund | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹71143 Cr | ₹3712 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 20 Jan 2005 | 08 Jun 2005 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 10% | 40% |
Expense Ratio | 1.4 | 1.97 |
Manager | Pradeep Kesavan | Sushil Budhia |
ISIN Code | INF200K01107 | INF204K01FW1 |
Exits Load | 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 | Nippon India Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Month | 3.45% | 2.96% |
6 Month | 2.51% | -3.34% |
1 Year | 14.34% | 10.04% |
3 Year | 12% | 14.53% |
5 Year | 18.49% | 21.91% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
6 Month | 3.98% | 0.86% |
1 Year | 7.98% | -0.15% |
3 Year | 14.76% | 14.5% |
5 Year | 14.2% | 15.84% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Year | 14% | 11.83% |
3 Year | 12.23% | 12.47% |
5 Year | 13.38% | 12.93% |
Risk Management
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Standard Deviation | 8.66% | 9.02% |
Sharp | 0.41% | 0.6% |
Beta | 0.99% | 1.06% |
Alpha | 0.97% | 2.93% |
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Fund Managers
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Name | Pradeep Kesavan | Sushil Budhia |
Total AUM | ₹434274 Cr | ₹29447 Cr |
Funds Managed | 43 | 11 |
SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
Market Cap
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 32.96 | 28.85 |
Large Cap | 46.26 | 51.29 |
Mid Cap | 18.21 | 10.9 |
Small Cap | 2.57 | 8.96 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 32.96 | 27.87 |
Energy | 3.1 | 3.67 |
Industrials | 8.5 | 7.56 |
Technology | 5.94 | 7.87 |
Consumer Cyclical | 5.35 | 8.17 |
Healthcare | 4.57 | 5.77 |
Basic Materials | 8.73 | 2.75 |
Financial Services | 21.17 | 24.19 |
Consumer Defensive | 3.69 | 3.96 |
Communication Services | 4.7 | 3.41 |
Utilities | 1.27 | 3.51 |
Real Estate | - | 1.27 |
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