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) ₹71501 Cr ₹1856 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Dec 1995 12 Aug 2009
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 10% 81%
Expense Ratio 1.4 1.99
Manager Pradeep Kesavan Dhawal Dalal
ISIN Code INF200K01107 INF754K01202
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month 3.41% 2.16%
6 Month 13.07% 17.26%
1 Year 24.88% 36.9%
3 Year 11.91% 19.75%
5 Year 15.95% 20.14%

SIP Return Analysis

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.94% 13.68%
3 Year 25.31% 35.39%
5 Year 48.06% 65.89%

Rolling Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 15.69% 19.57%
3 Year 37.37% 51.09%
5 Year 51.97% 72.25%

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 0.8% 1.4%
Beta 0.93% 0.92%
Alpha 1.15% 6.68%

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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

Large Cap 51.52 51.83
Others 27.68 28.81
Mid Cap 18.84 13.26
Small Cap 1.96 6.1

Sector Allocation

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Petroleum Products 6.08 -
Others 0.16 6.92
Banks 16.67 -
Telecom - Services 5.99 -
Chemicals & Petrochemicals 4.07 -
Transport Services 4.55 -
Pharmaceuticals & Biotechnology 3.37 -
Auto Components 3.31 -
Finance 5.59 -
Cement & Cement Products 3 -
IT - Software 4.01 -
Non - Ferrous Metals 2.29 -
Retailing 3.02 -
Construction 2.36 2.83
Industrial Products 1.83 -
Insurance 1.21 -
Healthcare Services 1 -
Personal Products 0.99 -
Leisure Services 0.87 -
Transport Infrastructure 1.63 -
Beverages 0.82 -
Textiles & Apparels 0.74 -
Realty 0.71 -
Capital Markets 0.52 -
Communication 0.48 3.94
Energy 0.91 9.81
Financial 1.19 23.63
Consumer Durables 0.3 -
Unclassified - 6.15
Sovereign - 7.46
Automobile - 8.32
Healthcare - 7.78
Consumer Staples - 3.58
Technology - 4.88
Metals & Mining - 2.95
Consumer Discretionary - 1.3
Capital Goods - 4.4
Services - 5.42
Materials - 0.63

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