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 Risk | Very High Risk |
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 | -0.02% | -2.13% |
6 Month | -1.99% | -6.71% |
1 Year | 9.88% | 5.88% |
3 Year | 10.77% | 13.21% |
5 Year | 12.45% | 12.13% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
6 Month | - | - |
1 Year | 1.98% | -4.39% |
3 Year | 12.25% | 13.07% |
5 Year | 13.42% | 15.65% |
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 | 0.46% | 0.67% |
Beta | 0.96% | 1.05% |
Alpha | 0.77% | 2.96% |
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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 |
Fund Manage | 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 | 26.21 | 24.03 |
Large Cap | 51.15 | 54.73 |
Mid Cap | 18.83 | 9.88 |
Small Cap | 3.81 | 11.36 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 26.21 | 24.03 |
Petroleum Products | 4.11 | 3.02 |
IT - Software | 5.51 | 6.73 |
Construction | 2.53 | 3.33 |
Healthcare Services | 1.12 | 2.01 |
Retailing | 3.33 | 1.48 |
Non - Ferrous Metals | 2.4 | - |
Banks | 15.55 | 15.98 |
Realty | 0.8 | 2.13 |
Cement & Cement Products | 2.77 | 0.07 |
Transport Infrastructure | 1.74 | 1.87 |
Telecom - Services | 6.44 | 3.23 |
Consumer Durables | 0.27 | 2.13 |
Transport Services | 4.19 | 1.19 |
Personal Products | 0.97 | - |
Industrial Products | 1.53 | 1.22 |
Leisure Services | 0.82 | 1.08 |
Finance | 5.68 | 2.18 |
Chemicals & Petrochemicals | 3.75 | - |
Pharmaceuticals & Biotechnology | 4.11 | 3.79 |
Beverages | 0.8 | 1.89 |
Textiles & Apparels | 0.77 | - |
Insurance | 1.18 | 1.66 |
Auto Components | 3.42 | 1.29 |
Diversified FMCG | - | 2.51 |
Aerospace & Defense | - | 1.02 |
Ferrous Metals | - | 2.62 |
Capital Markets | - | 2.74 |
Automobiles | - | 4.53 |
Power | - | 4.02 |
Financial Technology (Fintech) | - | 0.73 |
Consumable Fuels | - | 0.82 |
Industrial Manufacturing | - | 0.59 |
Commercial Services & Supplies | - | 0.11 |
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