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) | ₹71143 Cr | ₹5282 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% | 4.28% |
6 Month | 4.68% | -5.35% |
1 Year | 11.39% | 3.27% |
3 Year | 16.74% | 17.98% |
5 Year | 18.11% | 17.82% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 7.76% | 8.94% |
1 Year | 15.06% | 5.94% |
3 Year | 16.31% | 15.33% |
5 Year | 14.74% | 14.07% |
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% | 13.076% |
Sharp | 0.88% | 0.243% |
Beta | 0.99% | 1.201% |
Alpha | 1.12% | -1.847% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 29.98 | 24.62 |
Large Cap | 48.28 | 36.45 |
Mid Cap | 19.46 | 21.87 |
Small Cap | 2.56 | 17.06 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 28.09 | 24.62 |
Petroleum Products | 2.66 | - |
Industrial Products | 1.52 | - |
IT - Software | 5.24 | - |
Construction | 2.26 | - |
Retailing | 2.77 | - |
Healthcare Services | 1.17 | - |
Non - Ferrous Metals | 2.11 | - |
Banks | 16.65 | - |
Realty | 0.74 | - |
Cement & Cement Products | 3.09 | - |
Transport Infrastructure | 2.55 | - |
Telecom - Services | 5.22 | - |
Consumer Durables | 0.14 | - |
Transport Services | 3.18 | - |
Automobiles | 0.6 | - |
Personal Products | 0.83 | - |
Beverages | 1.11 | - |
Leisure Services | 0.7 | - |
Finance | 5.18 | - |
Chemicals & Petrochemicals | 4.45 | - |
Pharmaceuticals & Biotechnology | 3.41 | - |
Auto Components | 3.61 | - |
Power | 1.37 | - |
Textiles & Apparels | 0.79 | - |
Insurance | 0.84 | - |
Energy | - | 0.14 |
Industrials | - | 23.24 |
Technology | - | 12.19 |
Consumer Defensive | - | 0.98 |
Financial Services | - | 15.68 |
Consumer Cyclical | - | 13.51 |
Healthcare | - | 1.64 |
Utilities | - | 3.48 |
Real Estate | - | 3.81 |
Communication Services | - | 0.53 |
Basic Materials | - | 0.2 |
Top Comparisons
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns14.25%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns17.5%
SBI Balanced Advantage Fund Regular Growth
3Y Returns15.54%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns17.5%
DSP Small Cap Fund - Regular - Growth
3Y Returns25.29%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns26.08%
Kotak Banking and PSU Debt - Growth
3Y Returns7.75%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.56%