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)	₹77256 Cr	₹5513 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	2.12%	2.83%
6 Month	12.15%	20.93%
1 Year	5.91%	1.05%
3 Year	13.1%	15.15%
5 Year	16.44%	16.24%

SIP Return Analysis

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	2.65%	6.5%
1 Year	13.64%	15.62%
3 Year	14.93%	15.86%
5 Year	13.59%	14.21%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	13.63%	11.35%
3 Year	12.25%	13.32%
5 Year	13.46%	12.71%

Risk Management

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	8.66%	12.27%
Sharp	0.78%	0.65%
Beta	0.07%	1.18%
Alpha	6.39%	2.06%

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	29.78	25.91
Large Cap	47.71	40.98
Mid Cap	19.91	20.16
Small Cap	2.6	12.96

Sector Allocation

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	25.25	24.87
Energy	2.32	0.15
Industrials	9.9	20.28
Technology	4.47	6.35
Consumer Cyclical	7.63	17.4
Basic Materials	10.23	0.19
Healthcare	4.26	3.78
Financial Services	24.53	20.12
Real Estate	1.67	0.23
Communication Services	4.98	1.08
Consumer Defensive	3.54	3.25
Utilities	1.23	2.31

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