Home>Mutual Funds>Compare>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
3.0 star
INVEST NOW
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SBI Equity Hybrid Fund Direct Plan Growth

Equity
Aggressive
4.0 star
INVEST NOW
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HDFC Hybrid Equity Fund Direct Plan Growth

(55.3%)

SBI Equity Hybrid Fund Direct Plan Growth

(42.7%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio1.15%0.97%-
NAV₹71.2 (09-Apr-2021)₹186.9 (09-Apr-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹17,309Cr₹37,727Cr-
Returns
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1Y
55.3%
42.7%
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3Y
9.9%
12.2%
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5Y
14.0%
14.0%
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Pros & Cons
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Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Found nothing so far.
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Cons
Found nothing so far.
Found nothing so far.
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Holding Analysis

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Top 5
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-
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Top 20
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-
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P/E
-
-
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P/B
-
-
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Turn Over
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Equity
NaN%
NaN%
NaN%
Cash
NaN%
NaN%
NaN%

Top Holdings

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Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
8.0%
HDFC Bank Ltd.
7.0%
Infosys Ltd.
4.7%
Larsen & Toubro Ltd.
4.5%
Reliance Industries Ltd.
4.5%
Housing Development Finance Corpn. Ltd.
4.5%
State Bank of India
3.5%
ITC Ltd.
3.1%
Axis Bank Ltd.
3.1%
Aurobindo Pharma Ltd.
3.0%
Name
Assets
HDFC Bank Ltd.
5.4%
Infosys Ltd.
3.8%
Bharti Airtel Ltd.
3.5%
Divi's Laboratories Ltd.
3.4%
Bajaj Finance Ltd.
3.0%
Reliance Industries Ltd - Partly Paid Equity
2.6%
GOI
2.6%
State Bank of India
2.4%
Kotak Mahindra Bank Ltd.
2.4%
Shree Cement Ltd.
2.4%
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Fund Manager
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Name
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
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Description

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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