SBI Equity Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare

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

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tortoise-icon Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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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 Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund SBI Equity Hybrid Fund - Regular Plan -Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹71585 Cr ₹2195 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 20 Jan 2005 12 Aug 2009
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 10% 81%
Expense Ratio 1.4 1.97
Manager Pradeep Kesavan Dhawal Dalal
ISIN Code INF200K01107 INF754K01202
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 Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month -1.82% -2.82%
6 Month -1.89% -1.13%
1 Year 11.86% 14.53%
3 Year 10.08% 14.98%
5 Year 13% 16.85%

SIP Return Analysis

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 5.05% 7.14%
3 Year 12.95% 18.6%
5 Year 13.83% 19.07%

Rolling Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 13.9% 10.06%
3 Year 12.29% 12.09%
5 Year 13.37% 11.74%

Risk Management

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 8.66% 8.47%
Sharp 0.42% 1.3%
Beta 0.96% 0.35%
Alpha 1.01% 7.89%

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Fund Managers

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Dhawal Dalal
Total AUM ₹434274 Cr ₹25974 Cr
Fund Manage 43 12
SBI Equity Hybrid Fund - Regular Plan -Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 26.21 28.81
Large Cap 51.15 51.83
Mid Cap 18.83 13.26
Small Cap 3.81 6.1

Sector Allocation

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 26.21 6.92
Petroleum Products 4.11 -
IT - Software 5.51 -
Construction 2.53 2.83
Healthcare Services 1.12 -
Retailing 3.33 -
Non - Ferrous Metals 2.4 -
Banks 15.55 -
Realty 0.8 -
Cement & Cement Products 2.77 -
Transport Infrastructure 1.74 -
Telecom - Services 6.44 -
Consumer Durables 0.27 -
Transport Services 4.19 -
Personal Products 0.97 -
Industrial Products 1.53 -
Leisure Services 0.82 -
Finance 5.68 -
Chemicals & Petrochemicals 3.75 -
Pharmaceuticals & Biotechnology 4.11 -
Beverages 0.8 -
Textiles & Apparels 0.77 -
Insurance 1.18 -
Auto Components 3.42 -
Sovereign - 7.46
Automobile - 8.32
Energy - 9.81
Technology - 4.88
Healthcare - 7.78
Financial - 23.63
Materials - 0.63
Metals & Mining - 2.95
Services - 5.42
Capital Goods - 4.4
Consumer Staples - 3.58
Consumer Discretionary - 1.3
Communication - 3.94
Unclassified - 6.15

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