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SBI Equity Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare

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tortoise-icon SBI Equity Hybrid Fund - Regular Plan -Growth

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tortoise-icon Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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