SBI EQUITY HYBRID FUND vs ICICI Prudential Equity & Debt Fund
Updated June 2026 · both Aggressive Hybrid funds · metrics from AMFI NAVs
In short: ICICI Prudential Equity & Debt Fund has the higher 3-year return (+15.95%); SBI EQUITY HYBRID FUND has the lower expense ratio (0.78%); ICICI Prudential Equity & Debt Fund has the better risk-adjusted return (Sharpe 1.01). This is analysis from past data, not a recommendation.
| Metric | SBI EQUITY HYBRID FUND | ICICI Prudential Equity & Debt Fund |
|---|---|---|
| 1Y return | +1.07% | +0.25% |
| 3Y CAGR | +13.26% | +15.95% |
| 5Y CAGR | +11.08% | +16.29% |
| Sharpe ratio | 0.55 | 1.01 |
| Max drawdown | -12.7% | -11.2% |
| Volatility | 10.2% | 10.4% |
| Alpha | +5.37% | +7.61% |
| Expense ratio (Direct) | 0.78% | 1.07% |
| AUM | ₹81.2K Cr | ₹49.3K Cr |
Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.
FAQ
Which has the lower expense ratio?
SBI EQUITY HYBRID FUND has the lower Direct-plan expense ratio (0.78%), versus 1.07% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
ICICI Prudential Equity & Debt Fund has the higher 3-year CAGR (+15.95%). Past performance does not predict future returns - check volatility and drawdown too, shown above.
How are these figures calculated?
All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.