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 | 4.67% | 5.13% |
6 Month | 9.48% | 5.22% |
1 Year | 14.37% | 12.93% |
3 Year | 15.53% | 20.13% |
5 Year | 19.19% | 22.92% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.38% | 1.79% |
1 Year | 8.49% | 1.45% |
3 Year | 14.53% | 16.02% |
5 Year | 13.79% | 16.74% |
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 | 0.66% | 0.882% |
Beta | 1% | 1.029% |
Alpha | 0.5% | 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 | 30.81 | 28.42 |
Large Cap | 47.31 | 50.97 |
Mid Cap | 18.83 | 15.41 |
Small Cap | 3.05 | 5.21 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 28.89 | 28.01 |
Petroleum Products | 2.46 | - |
Industrial Products | 1.61 | - |
IT - Software | 6.11 | - |
Construction | 2.41 | - |
Retailing | 2.45 | - |
Healthcare Services | 1.19 | - |
Non - Ferrous Metals | 2.35 | - |
Banks | 16.47 | - |
Realty | 0.73 | - |
Cement & Cement Products | 3.24 | - |
Transport Infrastructure | 2.57 | - |
Telecom - Services | 4.84 | - |
Consumer Durables | 0.14 | - |
Transport Services | 3.07 | - |
Personal Products | 0.81 | - |
Beverages | 1.07 | - |
Leisure Services | 0.74 | - |
Finance | 5.61 | - |
Chemicals & Petrochemicals | 3.87 | - |
Pharmaceuticals & Biotechnology | 3.42 | - |
Power | 1.38 | - |
Textiles & Apparels | 0.75 | - |
Insurance | 0.82 | - |
Auto Components | 3 | - |
Energy | - | 4.7 |
Utilities | - | 3.93 |
Technology | - | 7.17 |
Consumer Cyclical | - | 8.63 |
Healthcare | - | 11.34 |
Industrials | - | 5.43 |
Consumer Defensive | - | 3.77 |
Basic Materials | - | 2.49 |
Financial Services | - | 21.01 |
Communication Services | - | 2.7 |
Real Estate | - | 0.82 |
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