Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Equity Hybrid Fund vs HSBC Aggressive Hybrid Fund compare

Link copied to clipboard!

tortoise-icon SBI Equity Hybrid Fund - Regular Plan -Growth

Invest Now

tortoise-icon HSBC Aggressive Hybrid Fund - Regular Growth

Invest Now

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) ₹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 2.78% 2.47%
6 Month 4.32% -5.84%
1 Year 11.63% 2.48%
3 Year 12.65% 12.04%
5 Year 17.68% 16.55%

SIP Return Analysis

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth HSBC Aggressive Hybrid Fund - Regular Growth
6 Month 4.68% -1.8%
1 Year 8.57% -9.03%
3 Year 15.23% 11.79%
5 Year 14.43% 12.26%

Rolling Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 14% 12.07%
3 Year 12.23% 13.3%
5 Year 13.38% 12.45%

Risk Management

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation 8.66% 13.076%
Sharp 0.41% 0.243%
Beta 0.99% 1.201%
Alpha 0.97% -1.847%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 32.96 24.62
Large Cap 46.26 36.45
Mid Cap 18.21 21.87
Small Cap 2.57 17.06

Sector Allocation

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 32.96 24.62
Energy 3.1 0.14
Industrials 8.5 23.24
Technology 5.94 12.19
Consumer Cyclical 5.35 13.51
Healthcare 4.57 1.64
Basic Materials 8.73 0.2
Financial Services 21.17 15.68
Consumer Defensive 3.69 0.98
Communication Services 4.7 0.53
Utilities 1.27 3.48
Real Estate - 3.81

Top Comparisons

Kotak Medium Term Fund - Growth Kotak Medium Term Fund - Growth

3Y Returns7.02%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns5.47%

Compare Now

PGIM India Equity Savings Fund - Growth Option PGIM India Equity Savings Fund - Growth Option

3Y Returns6.79%

VS

DSP Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns10.37%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns16.43%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns14.96%

Compare Now

Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option

3Y Returns13.88%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns16.63%

Compare Now
Add to Cart Successfully