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) | ₹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 |
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