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 Risk | Very High Risk |
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 | -0.02% | -6.9% |
6 Month | -1.99% | -12.39% |
1 Year | 9.88% | 4.88% |
3 Year | 10.77% | 10.08% |
5 Year | 12.45% | 11.8% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 1.98% | -12.23% |
3 Year | 12.25% | 10.15% |
5 Year | 13.42% | 12.04% |
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% | 11.72% |
Sharp | 0.46% | 0.469% |
Beta | 0.96% | 1.116% |
Alpha | 0.77% | -0.258% |
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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 |
Fund Manage | 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 | 26.21 | 23.48 |
Large Cap | 51.15 | 34.5 |
Mid Cap | 18.83 | 25.17 |
Small Cap | 3.81 | 16.85 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 26.21 | 23.48 |
Petroleum Products | 4.11 | 0.13 |
IT - Software | 5.51 | 6.2 |
Construction | 2.53 | 0.76 |
Healthcare Services | 1.12 | 0.76 |
Retailing | 3.33 | 8.56 |
Non - Ferrous Metals | 2.4 | - |
Banks | 15.55 | 7.34 |
Realty | 0.8 | 4.18 |
Cement & Cement Products | 2.77 | 0.18 |
Transport Infrastructure | 1.74 | - |
Telecom - Services | 6.44 | 0.48 |
Consumer Durables | 0.27 | 3.84 |
Transport Services | 4.19 | 0.04 |
Personal Products | 0.97 | - |
Industrial Products | 1.53 | 3.87 |
Leisure Services | 0.82 | 0.89 |
Finance | 5.68 | 1.66 |
Chemicals & Petrochemicals | 3.75 | - |
Pharmaceuticals & Biotechnology | 4.11 | 0.9 |
Beverages | 0.8 | 0.86 |
Textiles & Apparels | 0.77 | - |
Insurance | 1.18 | - |
Auto Components | 3.42 | 0.21 |
Electrical Equipment | - | 17.91 |
Food Products | - | 0.2 |
Capital Markets | - | 5.71 |
Aerospace & Defense | - | 4.19 |
Power | - | 3.74 |
Automobiles | - | 2.68 |
Industrial Manufacturing | - | 0.81 |
Financial Technology (Fintech) | - | 0.42 |
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