Groww Logo
search
Home>Mutual Funds>Compare HDFC Hybrid Equity Fund Direct Plan Growth with SBI Equity Hybrid Fund Direct Plan Growth
shareSHARE

Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

cancel

HDFC Hybrid Equity Fund Direct Plan Growth

Hybrid
Aggressive Hybrid
3.0star
INVEST NOW
cancel

SBI Equity Hybrid Fund Direct Plan Growth

Hybrid
Aggressive Hybrid
3.0star
INVEST NOW
add_circle_outline

Add a fund

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
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio1.13%0.89%-
NAV₹86.3 (27-Oct-2021)₹223.5 (27-Oct-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹18,909Cr₹47,470Cr-
Returns
keyboard_arrow_up
1Y
51.2%
45.9%
-
3Y
20.0%
21.1%
-
5Y
14.6%
15.0%
-
Pros & Cons
keyboard_arrow_up
Pros
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.
-
Cons
Found nothing so far.
Found nothing so far.
-

Holding Analysis

keyboard_arrow_up
Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

keyboard_arrow_up
Top 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%
-
Fund Manager
keyboard_arrow_up
Name
Chirag Setalvad
R. Srinivasan
-
Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Mr. Srinivasan is M.Com and MFM.
-
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.
-
About Fund
keyboard_arrow_up
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.

-

Launch Date

30 Jun 2000

29 Jun 1987

-

Custodian

HDFC Bank

SBI SG Global Securities Services Pvt.Ltd.

-

Registrar & Transfer Agent

Cams

Cams

-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Magnum Multi Cap Fund - Direct - Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
L&T Emerging Businesses Fund - Direct - Growth
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.7
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI