SBI Equity Hybrid Fund (G) vs HDFC Hybrid Equity Fund (G)

Both SBI Equity Hybrid Fund (G) and HDFC Hybrid Equity Fund (G) belong to Aggressive Hybrid. Compare returns, expense ratio, risk, and portfolio performance. The 3Y return for SBI Equity Hybrid Fund (G) and HDFC Hybrid Equity Fund (G) is 12.686% and 13.427%. Check other parameters to pick the right fund.

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Fund Returns

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Nav (05 May)

₹289.88

₹115.36

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Last 1 Year

11.7%

7.9%

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Last 3 Year

12.7%

13.4%

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Last 5 Year

17.7%

19.6%

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Last 10 Year

11.8%

12%

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Since Inception

15.5%

15.2%

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₹289.88
Nav (05 May)
11.7%
Last 1 Year
12.7%
Last 3 Year
17.7%
Last 5 Year
11.8%
Last 10 Year
15.5%
Since Inception
₹115.36
Nav (05 May)
7.9%
Last 1 Year
13.4%
Last 3 Year
19.6%
Last 5 Year
12%
Last 10 Year
15.2%
Since Inception

Scripbox Opinion

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Scripbox Opinion
Click here for top ranked funds in aggressive hybrid mutual funds. Aggressive Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund camore...

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These are the top-ranked funds within aggressive hybrid mutual funds.Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt. This makes their performance difficult to assess. more...

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Scripbox Fund Analysis

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Impact of Interest Rate Changes

Lowest Interest Rate Risk

The impact on fund value is very low when interest rates change

Lowest Interest Rate Risk

The impact on fund value is very low when interest rates change

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Credit Quality Of Fund's Portfolio

Lowest Credit Risk

The fund has a very high credit quality compared to other debt funds

Lowest Credit Risk

The fund has a very high credit quality compared to other debt funds

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Category View

Superior

The category has a superior investment outlook

Superior

The category has a superior investment outlook

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Relative Size

₹ 72555.1 Cr

The fund has been a Category Leader on the Fund Size metric

₹ 23229.1 Cr

The fund has been a Category Leader on the Fund Size metric

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-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 72555.1 CrRelative Size
SuperiorCategory View
-Consistency Of Performance
-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 23229.1 CrRelative Size
SuperiorCategory View
-Consistency Of Performance

Scheme Information

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Risk Factor

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

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Expense Ratio
1.41 %
1.69 %
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Launched Date
1995-12-31
2005-04-06
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AUM in Crores
₹ 72,555 Cr
₹ 23,229 Cr
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Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year.
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Lock-in
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Benchmark
CRISIL Hybrid 35+65 Aggressive Index
NIFTY 50 Hybrid Composite Debt 65:35 Index
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ISIN
INF200K01107
INF179K01AS4
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SIP Minimum
₹ 1,000
₹ 1,000
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Lumpsum Minimum
₹ 5,000
₹ 5,000
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Fund Managers
user-avatar

Mansi Sajeja

user-avatar

Pradeep Kesavan

user-avatar

Rajeev Radhakrishnan

user-avatar

Rama Iyer Srinivasan

user-avatar

Anupam Joshi

user-avatar

Chirag Setalvad

user-avatar

Dhruv Muchhal

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Investment Objective
The scheme seeks to provide investors long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity. The scheme will invemore...
The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instrumentsmore...
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risk-indicator-arrow.svg
Very High
Risk Factor
1.41 %
Expense Ratio
1995-12-31
Launched Date
₹ 72,555 Cr
AUM in Crores
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit Load
-
Lock-in
CRISIL Hybrid 35+65 Aggressive Index
Benchmark
INF200K01107
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum
risk-indicator-arrow.svg
Very High
Risk Factor
1.69 %
Expense Ratio
2005-04-06
Launched Date
₹ 23,229 Cr
AUM in Crores
Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year.
Exit Load
-
Lock-in
NIFTY 50 Hybrid Composite Debt 65:35 Index
Benchmark
INF179K01AS4
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum

Fund Managers

user-avatar

Mansi Sajeja

user-avatar

Pradeep Kesavan

user-avatar

Rajeev Radhakrishnan

user-avatar

Rama Iyer Srinivasan

user-avatar

Anupam Joshi

user-avatar

Chirag Setalvad

user-avatar

Dhruv Muchhal

Investment Objective

The scheme seeks to provide investors long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.

The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments

Returns Calculator

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This SIP Calculator helps you to know your returns. Fund returns are listed below based on the input.

of

for

with step-up of

CAGR Returns

17.65% (5Y)

19.59% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 4,09,507

₹ 4,70,611

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Maturity Amount

₹ 11,42,119

₹ 12,03,223

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Step-up

Tenure

17.65% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 4,09,507

Wealth Gained

₹ 11,42,119

Total Corpus Created With assumed returns of %

19.59% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 4,70,611

Wealth Gained

₹ 12,03,223

Total Corpus Created With assumed returns of %

Asset Allocation and Holdings

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Top Stock Holdings
Created with Highcharts 6.2.0DebtEquityOthersRealestateAsset Allocation

Reliance industries ltd.

6.08%
6.08%

Goi

5.57%
5.57%

Icici bank ltd.

5.49%
5.49%

State bank of india

5.25%
5.25%

Bharti airtel ltd.

5.1%
5.1%
See all holdingsright-arrowright-arrow
Created with Highcharts 6.2.0DebtEquityOthersRealestateAsset Allocation

Icici bank ltd.

7.21%
7.21%

Hdfc bank ltd.

6.2%
6.2%

Larsen & toubro ltd.

4.87%
4.87%

Reliance industries ltd.

4.5%
4.5%

State bank of india

3.98%
3.98%
See all holdingsright-arrowright-arrow
Created with Highcharts 6.2.0

Amc Information

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About

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFmore...
HDFC Asset Management Company was started in the year 1999. Initially it was setup as a joint venture between HDFC and Standard Life Investment Limited (SLI) but subsequently theremore...
more...
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Contact Information

phone-icon
022-61793000 / 1800-425-5425
phone-icon
022 – 66316333
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SBI Equity Hybrid Fund (G)

Aggressive Hybrid

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HDFC Hybrid Equity Fund (G)

Aggressive Hybrid

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