A Comparative Study on Financial Performance between Equity and Debt Schemes of HDFC Mutual Funds and SBI Mutual Funds

Abstract

According to research, investment trust businesses provide investors with a variety of programs and assist them in selecting the best one for their needs. Several investments are available to everyone, including stocks, loans, real estate, and others. Companies provide varying returns for each plan, and investors must be well-versed in their investments. Comparing and investing in the systems of the two organizations is therefore beneficial. Companies ought to elevate themselves. Investor returns from HDFC MF are lower than those from SBI MF. In addition, HDFC MF has changed significantly over the last several years. In this study, hybrid equity and debt funds from HDFC and SBI were compared and the five-year results of the two trusts were contrasted that eventually generated profitable returns. In comparison to the HDFC Hybrid Equity Fund, the SBI Hybrid Equity Fund is superior. Due to their higher returns, SBI Hybrid Debt Funds are preferable to HDFC Hybrid Debt Funds. Because of this, SBI's investment trusts are better than HDFC's. SBI funds are the finer option for investors since they produce strong returns.