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) | ₹71143 Cr | ₹2371 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 | 2.78% | 2.13% |
6 Month | 4.32% | 0.08% |
1 Year | 11.63% | 9.94% |
3 Year | 12.65% | 16.77% |
5 Year | 17.68% | 21.03% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.68% | 2.04% |
1 Year | 8.57% | 1.85% |
3 Year | 15.23% | 17.09% |
5 Year | 14.43% | 17.58% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14% | 10.27% |
3 Year | 12.23% | 12.41% |
5 Year | 13.38% | 11.84% |
Risk Management
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 8.66% | 9.903% |
Sharp | 0.41% | 0.882% |
Beta | 0.99% | 1.029% |
Alpha | 0.97% | 3.399% |
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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 | 32.96 | 28.42 |
Large Cap | 46.26 | 50.97 |
Mid Cap | 18.21 | 15.41 |
Small Cap | 2.57 | 5.21 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.96 | 28.01 |
Energy | 3.1 | 4.7 |
Industrials | 8.5 | 5.43 |
Technology | 5.94 | 7.17 |
Consumer Cyclical | 5.35 | 8.63 |
Healthcare | 4.57 | 11.34 |
Basic Materials | 8.73 | 2.49 |
Financial Services | 21.17 | 21.01 |
Consumer Defensive | 3.69 | 3.77 |
Communication Services | 4.7 | 2.7 |
Utilities | 1.27 | 3.93 |
Real Estate | - | 0.82 |
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