Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Equity Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹81952 Cr ₹3317 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 0.46% -0.15%
6 Month 4.27% 2.83%
1 Year 9.94% 4.38%
3 Year 13.61% 15.8%
5 Year 14.34% 17.16%

SIP Return Analysis

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month 2.57% 1.51%
1 Year 14.83% 10.19%
3 Year 14.78% 13.9%
5 Year 13.33% 14.99%

Rolling Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 13.39% 9.88%
3 Year 12.33% 13.33%
5 Year 13.54% 12.08%

Risk Management

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 8.66% 9.66%
Sharp 0.89% 1.01%
Beta 1.06% 1.08%
Alpha 1.84% 3.02%

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 27.07 30.2
Large Cap 56.38 47.44
Mid Cap 11.69 13.91
Small Cap 4.86 8.45

Sector Allocation

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 25.93 24.14
Petroleum Products 2.36 -
Industrial Products 1.42 -
IT - Software 3.84 -
Construction 2.53 -
Retailing 4.23 -
Consumer Durables 1.91 -
Healthcare Services 0.98 -
Non - Ferrous Metals 2.59 -
Banks 16.11 -
Realty 1.41 -
Cement & Cement Products 2.42 -
Transport Infrastructure 2.29 -
Transport Services 3.37 -
Personal Products 0.7 -
Beverages 0.84 -
Leisure Services 0.56 -
Finance 5.9 -
Chemicals & Petrochemicals 3.03 -
Pharmaceuticals & Biotechnology 3.04 -
Telecom - Services 3.99 -
Power 6.1 -
Ferrous Metals 0.24 -
Textiles & Apparels 0.64 -
Auto Components 3.57 -
Communication Services - 4.12
Energy - 2.87
Utilities - 2.65
Technology - 8.47
Consumer Cyclical - 8.29
Industrials - 6.38
Consumer Defensive - 4.12
Basic Materials - 5.65
Healthcare - 9.37
Financial Services - 22.99
Real Estate - 0.96

Top Comparisons

Aditya Birla Sun Life Silver ETF FOF-Regular Growth Aditya Birla Sun Life Silver ETF FOF-Regular Growth

3Y Returns36.81%

VS

Axis Silver Fund of Fund -Regular Plan- Growth Option Axis Silver Fund of Fund -Regular Plan- Growth Option

3Y Returns36.18%

Compare Now

Tata Nifty Realty Index Fund - Regular (G) Tata Nifty Realty Index Fund - Regular (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now

HSBC Multi Cap Fund - Regular - Growth HSBC Multi Cap Fund - Regular - Growth

3Y Returns0%

VS

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

DSP Large Cap Fund - Regular Plan - Growth DSP Large Cap Fund - Regular Plan - Growth

3Y Returns17.28%

VS

Axis Large Cap Fund - Regular Plan - Growth Axis Large Cap Fund - Regular Plan - Growth

3Y Returns11.47%

Compare Now
Add to Cart Successfully