SBI Equity Hybrid Fund vs HSBC Aggressive Hybrid Fund compare

SBI Equity Hybrid Fund vs HSBC Aggressive Hybrid Fund compare

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SBI Equity Hybrid Fund - Regular Plan -Growth

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HSBC Aggressive Hybrid Fund - Regular Growth

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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	HSBC Aggressive Hybrid Fund - Regular Growth
Fund	SBI Equity Hybrid Fund - Regular Plan -Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹82958 Cr	₹5650 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	20 Jan 2005	07 Feb 2011
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	10%	75%
Expense Ratio	1.4	1.85
Manager	Pradeep Kesavan	Gautam Bhupal
ISIN Code	INF200K01107	INF917K01LB0
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	HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	-0.42%	-1.24%
6 Month	0.98%	1.44%
1 Year	12.32%	1.44%
3 Year	14.27%	15.62%
5 Year	13.54%	12.89%

SIP Return Analysis

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	2.16%	0.58%
1 Year	12.05%	12.4%
3 Year	14.07%	12.53%
5 Year	13.1%	12.65%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	13.33%	10.91%
3 Year	12.35%	13.59%
5 Year	13.56%	12.98%

Risk Management

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	8.66%	12.20%
Sharp	0.89%	0.70%
Beta	1.06%	1.22%
Alpha	1.84%	1.59%

Fund Managers

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Name	Pradeep Kesavan	Gautam Bhupal
Total AUM	₹434274 Cr	₹25949 Cr
Funds Managed	43	13
	SBI Equity Hybrid Fund - Regular Plan -Growth	HSBC Aggressive Hybrid Fund - Regular Growth

Market Cap

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	32.08	29.89
Large Cap	47.03	39.77
Mid Cap	18.73	14.26
Small Cap	2.16	16.08

Sector Allocation

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	25.77	25.89
Energy	2.46	0.62
Industrials	10.01	16.6
Technology	3.9	6.07
Consumer Cyclical	6.76	17.82
Basic Materials	9.74	-
Healthcare	4.69	6.73
Financial Services	22.63	20.3
Real Estate	1.13	-
Consumer Defensive	3.05	3.87
Communication Services	4.03	1.16
Utilities	5.84	0.93

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