SBI Equity Hybrid Fund vs HSBC Aggressive Hybrid Fund compare

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

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tortoise-icon HSBC Aggressive Hybrid Fund - Regular Growth

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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 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) ₹71585 Cr ₹5631 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 1.86
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 -1.82% -7.15%
6 Month -1.89% -2.9%
1 Year 11.86% 14.11%
3 Year 10.08% 11.19%
5 Year 13% 13.57%

SIP Return Analysis

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth HSBC Aggressive Hybrid Fund - Regular Growth
6 Month - -
1 Year 5.05% 6.24%
3 Year 12.95% 16.97%
5 Year 13.83% 16.01%

Rolling Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 13.9% 11.74%
3 Year 12.29% 13.3%
5 Year 13.37% 12.19%

Risk Management

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation 8.66% 10.22%
Sharp 0.42% 0.89%
Beta 0.96% 1.02%
Alpha 1.01% 2.87%

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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 23.58
Large Cap 51.15 33.77
Mid Cap 18.83 21.25
Small Cap 3.81 21.4

Sector Allocation

Scheme Name

SBI Equity Hybrid Fund - Regular Plan -Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 26.21 23.58
Petroleum Products 4.11 0.13
IT - Software 5.51 6.87
Construction 2.53 1.41
Healthcare Services 1.12 0.66
Retailing 3.33 8.45
Non - Ferrous Metals 2.4 -
Banks 15.55 6.36
Realty 0.8 3.54
Cement & Cement Products 2.77 0.18
Transport Infrastructure 1.74 -
Telecom - Services 6.44 0.91
Consumer Durables 0.27 2.94
Transport Services 4.19 0.04
Personal Products 0.97 -
Industrial Products 1.53 3.81
Leisure Services 0.82 0.81
Finance 5.68 3.26
Chemicals & Petrochemicals 3.75 -
Pharmaceuticals & Biotechnology 4.11 0.76
Beverages 0.8 0.83
Textiles & Apparels 0.77 -
Insurance 1.18 -
Auto Components 3.42 0.21
Electrical Equipment - 17.94
Food Products - 0.21
Capital Markets - 5.42
Aerospace & Defense - 4.37
Power - 4.17
Automobiles - 2.74
Industrial Manufacturing - 0.4

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