SBI Equity Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare
SBI Equity Hybrid Fund - Regular Plan -Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹78708 Cr | ₹2926 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 20 Jan 2005 | 12 Aug 2009 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 10% | 81% |
Expense Ratio | 1.4 | 1.95 |
Manager | Pradeep Kesavan | Dhawal Dalal |
ISIN Code | INF200K01107 | INF754K01202 |
Exits Load | SBI Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.92% | -1.61% |
6 Month | 10.15% | 7.79% |
1 Year | 7.97% | 3.42% |
3 Year | 14.39% | 18.35% |
5 Year | 16.85% | 20.41% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.01% | 4.2% |
1 Year | 14.25% | 7.68% |
3 Year | 16.21% | 16.99% |
5 Year | 14.68% | 17.24% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.74% | 10.25% |
3 Year | 12.21% | 12.61% |
5 Year | 13.41% | 11.94% |
Risk Management
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 8.66% | 9.99% |
Sharp | 1.25% | 1.36% |
Beta | 0.97% | 1.04% |
Alpha | 2.27% | 3.91% |
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Fund Managers
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Dhawal Dalal |
Total AUM | ₹434274 Cr | ₹25974 Cr |
Funds Managed | 43 | 12 |
SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.9 | 28.49 |
Large Cap | 48.21 | 48.13 |
Mid Cap | 19.32 | 16.54 |
Small Cap | 2.57 | 6.84 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 26.22 | 24.28 |
Energy | 2.48 | 3.03 |
Industrials | 8.96 | 8.57 |
Technology | 4.81 | 9.35 |
Consumer Cyclical | 7.36 | 6.24 |
Basic Materials | 10.66 | 5.11 |
Healthcare | 4.34 | 8.44 |
Financial Services | 24.49 | 23.41 |
Real Estate | 0.71 | 0.01 |
Communication Services | 5.25 | 4.41 |
Consumer Defensive | 3.5 | 4.92 |
Utilities | 1.23 | 2.21 |
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