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 2.19% 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-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 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 Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns14.25%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns17.5%

Compare Now

SBI Balanced Advantage Fund Regular Growth SBI Balanced Advantage Fund Regular Growth

3Y Returns15.54%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns17.5%

Compare Now

DSP Small Cap Fund - Regular - Growth DSP Small Cap Fund - Regular - Growth

3Y Returns25.29%

VS

Sundaram Small Cap Fund Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

3Y Returns26.08%

Compare Now

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns7.75%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns7.56%

Compare Now
Add to Cart Successfully