SBI Equity Hybrid Fund vs Nippon India Equity Hybrid Fund compare

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

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tortoise-icon Nippon India Equity Hybrid Fund - Growth Plan

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Chart Comparison

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

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) ₹71585 Cr ₹3858 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 1.98
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 -1.82% -3.48%
6 Month -1.89% -2.17%
1 Year 11.86% 10.63%
3 Year 10.08% 13.26%
5 Year 13% 12.18%

SIP Return Analysis

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Nippon India Equity Hybrid Fund - Growth Plan
6 Month - -
1 Year 5.05% 3.6%
3 Year 12.95% 15.97%
5 Year 13.83% 17.13%

Rolling Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Nippon India Equity Hybrid Fund - Growth Plan
1 Year 13.9% 11.65%
3 Year 12.29% 12.21%
5 Year 13.37% 12.91%

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 0.42% 0.82%
Beta 0.96% 1.03%
Alpha 1.01% 4.89%

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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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