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Home>Mutual Funds>Compare HDFC Hybrid Equity Fund Direct Plan Growth with SBI Equity Hybrid Fund Direct Plan Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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HDFC Hybrid Equity Fund Direct Plan Growth
Hybrid
Aggressive Hybrid
3.0star
INVEST NOW
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SBI Equity Hybrid Fund Direct Plan Growth
Hybrid
Aggressive Hybrid
3.0star
INVEST NOW
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HDFC Hybrid Equity Fund Direct Plan Growth
(51.2%)
SBI Equity Hybrid Fund Direct Plan Growth
(45.9%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 1.13% | 0.89% | - |
| NAV | ₹86.3 (27-Oct-2021) | ₹223.5 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹18,909Cr | ₹47,470Cr | - |
Returns
keyboard_arrow_up1Y
51.2%
45.9%
-
3Y
20.0%
21.1%
-
5Y
14.6%
15.0%
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Pros & Cons
keyboard_arrow_upPros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 1.13%
3. Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Found nothing so far.
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Cons
Found nothing so far.
Found nothing so far.
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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-
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P/B
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-
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Turnover
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-
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Equity
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-
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Cash
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-
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
ICICI Bank Ltd.
7.1%
HDFC Bank Ltd.
5.9%
Infosys Ltd.
5.5%
Reliance Industries Ltd.
5.1%
Housing Development Finance Corpn. Ltd.
4.5%
Larsen & Toubro Ltd.
4.3%
State Bank of India
3.7%
Bharat Electronics Ltd.
3.5%
ITC Ltd.
3.3%
Axis Bank Ltd.
3.0%
Name
Assets
HDFC Bank Ltd.
4.4%
Infosys Ltd.
3.9%
Divi's Laboratories Ltd.
3.5%
Bharti Airtel Ltd.
3.4%
Bajaj Finance Ltd.
3.4%
Reliance Industries Ltd - Partly Paid Equity
2.8%
State Bank of India
2.6%
Avenue Supermarts Ltd.
2.6%
Hindalco Industries Ltd.
2.5%
HCL Technologies Ltd.
2.4%
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Fund Manager
keyboard_arrow_upName
Chirag Setalvad
R. Srinivasan
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Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Mr. Srinivasan is M.Com and MFM.
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Experience
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Prior to joining SBI Mutual Fund he has worked with Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
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About Fund
keyboard_arrow_upDescription
HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.
SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.
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Launch Date
30 Jun 2000
29 Jun 1987
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Custodian
HDFC Bank
SBI SG Global Securities Services Pvt.Ltd.
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Registrar & Transfer Agent
Cams
Cams
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