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 | 4.96% | 5.4% |
6 Month | -3.57% | -12.89% |
1 Year | 9.48% | 2.72% |
3 Year | 10.66% | 9.76% |
5 Year | 19.14% | 18.69% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 1.78% | -7.84% |
1 Year | 4.61% | -13.31% |
3 Year | 14% | 10.92% |
5 Year | 14.01% | 12.03% |
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 | 0.4% | 0.243% |
Beta | 0.97% | 1.201% |
Alpha | 0.54% | -1.847% |
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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 | 28.96 | 24.62 |
Large Cap | 48.61 | 36.45 |
Mid Cap | 19.53 | 21.87 |
Small Cap | 2.9 | 17.06 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 28.96 | 24.62 |
Energy | 3.15 | 0.14 |
Industrials | 9.54 | 23.24 |
Technology | 6.28 | 12.19 |
Consumer Cyclical | 5.68 | 13.51 |
Healthcare | 4.88 | 1.64 |
Basic Materials | 8.85 | 0.2 |
Financial Services | 22.54 | 15.68 |
Consumer Defensive | 3.89 | 0.98 |
Communication Services | 5.17 | 0.53 |
Utilities | 1.06 | 3.48 |
Real Estate | - | 3.81 |
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