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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) ₹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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