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) | ₹79008 Cr | ₹3045 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 | 1.96% | 0.82% |
6 Month | 9.94% | 8.98% |
1 Year | 9.2% | 3.04% |
3 Year | 14.96% | 18.17% |
5 Year | 17.02% | 19.96% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.44% | 1.98% |
1 Year | 15.64% | 11.27% |
3 Year | 15.22% | 15.34% |
5 Year | 13.66% | 15.9% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.54% | 10.04% |
3 Year | 12.29% | 13.02% |
5 Year | 13.49% | 12.03% |
Risk Management
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 8.66% | 9.73% |
Sharp | 0.85% | 1.03% |
Beta | 0.09% | 1.09% |
Alpha | 6.94% | 3.37% |
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 | 28.73 | 32.35 |
Large Cap | 49.07 | 45.84 |
Mid Cap | 19.48 | 14.61 |
Small Cap | 2.73 | 7.21 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 24.18 | 26.39 |
Energy | 2.28 | 2.67 |
Industrials | 9.83 | 7.3 |
Technology | 4.45 | 9.24 |
Consumer Cyclical | 7.58 | 7.24 |
Basic Materials | 10.21 | 4.93 |
Healthcare | 3.98 | 8.77 |
Financial Services | 24.05 | 21.93 |
Real Estate | 1.66 | 0.31 |
Communication Services | 4.9 | 4.42 |
Consumer Defensive | 3.68 | 4.23 |
Utilities | 3.19 | 2.56 |
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