Compare SBI Equity Hybrid Fund Direct Plan Growth vs ICICI Prudential Balanced Advantage Direct Growth

Home>Mutual Funds>Compare>Compare SBI Equity Hybrid Fund Direct Plan Growth with ICICI Prudential Balanced Advantage Direct Growth

Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancelSBI Equity Hybrid Fund Direct Plan GrowthHybrid
Aggressive
5.0 star
INVEST NOW
cancelICICI Prudential Balanced Advantage Direct GrowthHybrid
Balanced Advantage
4.0 star
INVEST NOW
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SBI Equity Hybrid Fund Direct Plan Growth

(-0.3%)

ICICI Prudential Balanced Advantage Direct Growth

(4.0%)

Fund Details

Risk	Moderately High	Moderately High	-
Min SIP Amount	₹500	₹100	-
Expense Ratio	1.01%	1.16%	-
NAV	₹148.1 (29-Sep-2020)	₹40.9 (29-Sep-2020)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹31,993Cr	₹26,638Cr	-

Returns

1Y
-0.3%
4.0%
-
3Y
6.4%
6.6%
-
5Y
9.1%
9.2%
-

Pros & Cons

Pros
1. 1Y Returns are higher than the category average returns2. 3Y Returns are higher than the category average returns3. 5Y Returns are higher than the category average returns
1. 3Y Returns are higher than the category average returns2. 5Y Returns are higher than the category average returns
-

Cons
1. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount2. Risk-adjusted returns are lower compared to the category
1. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount2. Risk-adjusted returns are lower compared to the category
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
GOI
6.8%
HDFC Bank Ltd.
5.2%
Divi's Laboratories Ltd.
4.1%
Infosys Ltd.
3.9%
Bharti Airtel Ltd.
3.7%
Bajaj Finance Ltd.
3.6%
State Bank of India
3.3%
GOI
2.8%
Bharat Petroleum Corpn. Ltd.
2.4%
GOI
2.4%
Name
Assets
Reliance Industries Ltd.
6.1%
ICICI Bank Ltd.
4.4%
HDFC Bank Ltd.
4.3%
GOI
3.6%
Infosys Ltd.
3.3%
Bharti Airtel Ltd.
2.9%
Axis Bank Ltd.
2.6%
National Thermal Power Corp. Ltd.
2.5%
Kotak Mahindra Bank Ltd.
2.4%
Motherson Sumi Systems Ltd.
2.2%
-

Fund Manager

Name
R. Srinivasan
Sankaran Naren
-
Education
Mr. Srinivasan is M.Com and MFM.
Mr. Naren is a B.Tech from IIT Chennai and MBA (Finance)from IIM Kolkata.
-
Experience
Prior to joining SBI Mutual Fund he has worked with Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
Prior to joining ICICI Prudential AMC he has worked with Refco Sify Securities India Pvt. Ltd., HDFC Securities Ltd. and Yoha Securities.
-

About Fund

Description
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.
ICICI Prudential Mutual Fund started their mutual fund on 13/10/1993 and its managing total assets of ₹2,79,369 Cr. Its ranked at 1 as per total assets at end of 30th Sep 2017.
-
Launch Date
29 Jun 1987
13 Oct 1993
-
Custodian
SBI SG Global Securities Services Pvt.Ltd.
HDFC Bank
-
Registrar & Transfer Agent
Cams
Cams
-

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1st Floor, Proms Complex, SBI
Colony, 1A Koramangala, 560034
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