SBI Equity Hybrid Fund vs HSBC Aggressive Hybrid Fund compare
SBI Equity Hybrid Fund - Regular Plan -Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
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) | ₹78708 Cr | ₹5566 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 | -2.19% | -0.56% |
6 Month | 10.29% | 8.75% |
1 Year | 7.69% | -0.5% |
3 Year | 14.3% | 15.8% |
5 Year | 16.66% | 16.37% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 5.01% | 8.05% |
1 Year | 14.25% | 9.35% |
3 Year | 16.21% | 15.52% |
5 Year | 14.68% | 14.28% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 13.74% | 11.62% |
3 Year | 12.21% | 13.19% |
5 Year | 13.41% | 12.55% |
Risk Management
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 8.66% | 12.83% |
Sharp | 1.25% | 0.93% |
Beta | 0.97% | 1.20% |
Alpha | 2.27% | 0.81% |
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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 | 29.9 | 25.91 |
Large Cap | 48.21 | 40.98 |
Mid Cap | 19.32 | 20.16 |
Small Cap | 2.57 | 12.96 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 26.22 | 24.87 |
Energy | 2.48 | 0.15 |
Industrials | 8.96 | 20.28 |
Technology | 4.81 | 6.35 |
Consumer Cyclical | 7.36 | 17.4 |
Basic Materials | 10.66 | 0.19 |
Healthcare | 4.34 | 3.78 |
Financial Services | 24.49 | 20.12 |
Real Estate | 0.71 | 0.23 |
Communication Services | 5.25 | 1.08 |
Consumer Defensive | 3.5 | 3.25 |
Utilities | 1.23 | 2.31 |
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