Sbi Equity Hybrid Fund

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Fund Name NAV Date NAV Rupee Change Percent Change
SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 28/Feb/2024 51.8535
-0.4085
-0.7816%
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 28/Feb/2024 78.3701
-0.6160
-0.7799%
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 28/Feb/2024 244.7021
-1.9280
-0.7817%
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth 28/Feb/2024 267.8202
-2.1052
-0.7799%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Sbi Equity Hybrid Fund Analysis

Bmsmoney Aggressive Hybrid Fund Category Rank: 16

Sbi Equity Hybrid Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.40
1.74
No
No
Yes
25/26 -0.15 / 3.09
1M Rolling Return %
2.07
2.29
No
No
No
19/26 1.75 / 3.43
3M Return %
6.07
8.89
No
No
Yes
23/26 5.41 / 17.35
3M Rolling Return %
4.12
4.54
No
No
No
16/26 3.01 / 8.73
6M Return %
10.07
13.67
No
No
Yes
22/26 7.93 / 23.09
6M Rolling Return %
7.66
8.97
No
No
No
19/26 5.18 / 15.19
1Y Return %
23.01
27.83
No
No
Yes
22/26 18.36 / 47.37
1Y Rolling Return %
6.48
6.89
No
No
No
12/25 2.58 / 16.09
3Y Return %
12.21
15.06
No
No
Yes
22/25 9.67 / 24.89
3Y Rolling Return %
13.61
13.78
No
No
No
11/24 8.09 / 28.85
5Y Return %
14.19
15.07
No
No
No
14/23 11.52 / 25.36
Standard Deviation
9.46
10.37
Yes
Yes
No
2/19 9.40 / 12.78
Semi Deviation
6.47
7.17
Yes
Yes
No
1/19 6.47 / 8.94
Max Drawdown
-7.92
-9.53
Yes
No
No
6/19 -14.96 / -5.01
VaR 1 Y
-9.66
-10.63
Yes
Yes
No
5/19 -13.27 / -7.12
Average Drawdown
-3.24
-3.71
Yes
No
No
6/19 -5.63 / -1.87
Sharpe Ratio
0.62
0.79
No
No
No
14/19 0.23 / 1.59
Sterling Ratio
0.76
0.86
No
No
No
10/19 0.42 / 1.76
Sortino Ratio
0.33
0.44
No
No
No
12/19 0.12 / 1.12
Jensen Alpha
0.31
2.02
No
No
No
12/19 -5.09 / 12.31
Treynor Ratio
0.06
0.08
No
No
No
13/19 0.02 / 0.18
Modigliani Square measure
13.38
14.76
No
No
No
12/19 8.49 / 21.88
Active Return
-1.55
1.59
No
No
No
14/19 -4.82 / 10.23
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 28, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2023 KPIs: Key Performance Indicators

Sbi Equity Hybrid Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Sbi Equity Hybrid Fund

Top Performing Funds in Aggressive Hybrid Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Edelweiss Aggressive Hybrid Fund

1 The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has 20<sup>th</sup> KPIs that are in top quartile. The fund has 87% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Aggressive Hybrid Fund performance snapshot section. 31.95% 18.28% -6.93% -9.48% 1.36 0.88 0.42

Hdfc Hybrid Equity Fund

5 The Hdfc Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 45% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Hdfc Hybrid Equity Fund performance snapshot section. 22.24% 14.70% -6.71% -9.92% 1.24 0.81 0.40

Icici Prudential Equity & Debt Fund

4 The Icici Prudential Equity & Debt Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has 21 <sup>st</sup> KPIs that are in top quartile. The fund has 91% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Equity & Debt Fund performance snapshot section. 36.73% 23.80% -5.01% -7.12% 1.74 1.43 0.40

Nippon India Equity Hybrid Fund

3 The Nippon India Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Nippon India Equity Hybrid Fund performance snapshot section. 30.93% 16.88% -6.97% -10.21% 1.33 0.83 0.40

Uti Hybrid Equity Fund

2 The Uti Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has 13<sup>th</sup> KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Uti Hybrid Equity Fund performance snapshot section. 30.76% 17.74% -7.25% -9.59% 1.39 0.85 0.42

Sbi Equity Hybrid Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.45
1.84
No
No
Yes
25/26 -0.07 / 3.22
1M Rolling Return %
2.13
2.39
No
No
No
19/26 1.83 / 3.53
3M Return %
6.25
9.22
No
No
Yes
23/26 5.69 / 17.71
3M Rolling Return %
4.29
4.86
No
No
No
16/26 3.29 / 9.11
6M Return %
10.44
14.37
No
No
Yes
23/26 8.55 / 24.07
6M Rolling Return %
8.04
9.62
No
No
Yes
20/26 5.92 / 15.78
1Y Return %
23.85
29.38
No
No
Yes
23/26 19.77 / 49.31
1Y Rolling Return %
7.23
8.20
No
No
No
14/25 3.64 / 16.73
3Y Return %
12.99
16.45
No
No
Yes
22/25 11.09 / 26.30
3Y Rolling Return %
14.39
15.11
No
No
No
13/24 8.93 / 30.03
5Y Return %
14.97
16.43
No
No
No
16/23 12.66 / 26.76
Standard Deviation
9.46
10.37
Yes
Yes
No
2/19 9.40 / 12.78
Semi Deviation
6.47
7.17
Yes
Yes
No
1/19 6.47 / 8.94
Max Drawdown
-7.92
-9.53
Yes
No
No
6/19 -14.96 / -5.01
VaR 1 Y
-9.66
-10.63
Yes
Yes
No
5/19 -13.27 / -7.12
Average Drawdown
-3.24
-3.71
Yes
No
No
6/19 -5.63 / -1.87
Sharpe Ratio
0.62
0.79
No
No
No
14/19 0.23 / 1.59
Sterling Ratio
0.76
0.86
No
No
No
10/19 0.42 / 1.76
Sortino Ratio
0.33
0.44
No
No
No
12/19 0.12 / 1.12
Jensen Alpha
0.31
2.02
No
No
No
12/19 -5.09 / 12.31
Treynor Ratio
0.06
0.08
No
No
No
13/19 0.02 / 0.18
Modigliani Square measure
13.38
14.76
No
No
No
12/19 8.49 / 21.88
Active Return
-1.55
1.59
No
No
No
14/19 -4.82 / 10.23
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 28, 2024.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2023 KPIs: Key Performance Indicators

Sbi Equity Hybrid Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 0.40% 0.45%
1M Rolling Return % 2.07% 2.13%
3M Return % 6.07% 6.25%
3M Rolling Return % 4.12% 4.29%
6M Return % 10.07% 10.44%
6M Rolling Return % 7.66% 8.04%
1Y Return % 23.01% 23.85%
1Y Rolling Return % 6.48% 7.23%
3Y Return % 12.21% 12.99%
3Y Rolling Return % 13.61% 14.39%
5Y Return % 14.19% 14.97%
Standard Deviation 9.46% 9.46%
Semi Deviation 6.47% 6.47%
Max Drawdown -7.92% -7.92%
VaR 1 Y -9.66% -9.66%
Average Drawdown -3.24% -3.24%
Sharpe Ratio 0.62% 0.62%
Sterling Ratio 0.76% 0.76%
Sortino Ratio 0.33% 0.33%
Jensen Alpha 0.31% 0.31%
Treynor Ratio 0.06% 0.06%
Modigliani Square measure 13.38% 13.38%
Active Return -1.55% -1.55%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Sbi Equity Hybrid Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 7.05% 16.59% 11.78% 0.00%
One Year -41.13% 74.58% 13.25% 13.79%
Three Year -2.70% 37.80% 12.04% 0.48%
Five Year 2.51% 31.15% 12.15% 0.00%
Seven Year 5.96% 21.57% 11.51% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Aggressive Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Dsp Equity & Bond Fund

-0.47
1
-0.30
2
-0.15
26
5.41
26
9.64
24
25.54
15
12.80
20
15.43
8

Nippon India Equity Hybrid Fund

-0.62
2
-0.41
6
2.10
9
8.76
12
14.50
10
30.93
6
16.88
7
11.79
22

Franklin India Equity Hybrid Fund

-0.63
3
-0.67
14
2.57
6
10.01
7
15.55
9
30.77
7
15.11
8
15.43
7

Mirae Asset Hybrid Equity Fund

-0.66
4
-0.36
5
1.38
17
7.77
16
11.09
19
25.04
17
13.27
18
14.59
11

Baroda Bnp Paribas Aggressive Hybrid Fund

-0.67
5
-0.18
1
3.04
3
10.81
5
15.86
8
30.12
10

Navi Equity Hybrid Fund

-0.73
6
-0.43
8
1.00
23
6.25
22
9.92
23
24.15
21
13.67
14
12.51
19

Icici Prudential Equity & Debt Fund

-0.75
7
-0.87
23
2.73
4
11.93
3
19.98
3
36.73
2
23.80
2
21.14
2

Canara Robeco Equity Hybrid Fund

-0.78
8
-0.34
4
1.15
21
7.61
19
12.24
14
24.72
18
13.32
17
15.32
10

Sbi Equity Hybrid Fund

-0.78
9
-1.10
25
0.40
25
6.07
23
10.07
22
23.01
22
12.21
22
14.19
14

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.82
10
-0.59
11
1.43
16
7.62
18
11.53
17
26.37
13
12.54
21
12.56
18

Uti Hybrid Equity Fund

-0.82
11
-0.80
17
1.62
13
8.40
13
13.88
12
30.76
8
17.74
5
16.06
6

Hdfc Hybrid Equity Fund

-0.83
12
-0.48
9
1.18
20
7.92
15
10.09
21
22.24
24
14.70
10
15.33
9

Kotak Equity Hybrid Fund

-0.84
13
-0.80
16
1.37
18
7.14
21
10.69
20
24.20
20
14.95
9
17.46
4

Lic Mf Equity Hybrid Fund

-0.88
14
-0.67
13
1.56
15
7.93
14
12.08
15
24.62
19
11.16
23
11.90
21

Edelweiss Aggressive Hybrid Fund

-0.89
15
-0.80
18
2.23
8
9.47
10
16.54
5
31.95
4
18.28
4
17.00
5

Axis Equity Hybrid Fund

-0.92
16
-0.86
22
0.93
24
5.49
25
7.93
26
18.36
26
9.67
25
12.45
20

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-0.93
17
-0.87
24
1.59
14
9.57
9
13.90
11
30.67
9
17.18
6

Pgim India Hybrid Equity Fund

-0.94
18
-0.84
20
1.29
19
5.50
24
8.46
25
19.32
25
10.13
24
11.52
23

Idfc Hybrid Equity Fund

-0.94
19
-0.75
15
1.02
22
7.65
17
11.12
18
25.50
16
14.28
11
14.30
12

Tata Hybrid Equity Fund

-0.94
20
-0.84
21
2.66
5
9.03
11
12.00
16
22.82
23
14.18
12
14.23
13

Indiabulls Equity Hybrid Fund

-0.95
21
-0.57
10
1.92
11
10.91
4
16.08
7
25.77
14
13.41
16
13.28
16

Invesco India Equity & Bond Fund

-0.99
22
-0.33
3
2.50
7
9.74
8
16.23
6
30.97
5
13.44
15
13.31
15

Union Hybrid Equity Fund

-1.01
23
-0.82
19
1.62
12
7.54
20
12.88
13
26.74
12
13.86
13

Shriram Hybrid Equity Fund

-1.11
24
-1.14
26
1.92
10
10.56
6
18.14
4
28.91
11
13.10
19
12.89
17

Jm Equity Hybrid Fund

-1.34
25
-0.63
12
3.05
2
14.73
2
23.09
1
47.37
1
21.95
3
18.46
3

Quant Absolute Fund

-1.73
26
-0.42
7
3.09
1
17.35
1
22.05
2
36.11
3
24.89
1
25.36
1

Idbi Hybrid Equity Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Dsp Equity & Bond Fund

-0.47
1
-0.28
2
-0.07
26
5.69
26
10.21
24
26.84
16
13.96
20
16.60
9

Nippon India Equity Hybrid Fund

-0.62
2
-0.40
6
2.17
9
8.97
12
14.94
10
31.94
9
17.78
7
12.66
23

Franklin India Equity Hybrid Fund

-0.63
3
-0.65
14
2.65
7
10.27
7
16.14
9
32.22
8
16.31
9
16.63
8

Mirae Asset Hybrid Equity Fund

-0.66
4
-0.34
5
1.49
17
8.13
15
11.83
19
26.73
17
14.85
18
16.27
10

Baroda Bnp Paribas Aggressive Hybrid Fund

-0.66
5
-0.16
1
3.17
3
11.27
5
16.82
8
32.28
7

Navi Equity Hybrid Fund

-0.73
6
-0.40
7
1.15
22
6.74
22
10.94
21
26.40
18
15.80
10
14.59
18

Icici Prudential Equity & Debt Fund

-0.75
7
-0.86
24
2.78
4
12.09
3
20.33
3
37.50
3
24.47
2
21.80
2

Canara Robeco Equity Hybrid Fund

-0.78
8
-0.32
4
1.25
20
7.90
18
12.88
14
26.14
19
14.68
19
16.67
7

Sbi Equity Hybrid Fund

-0.78
9
-1.09
25
0.45
25
6.25
23
10.44
23
23.85
23
12.99
22
14.97
16

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.82
10
-0.58
11
1.50
16
7.83
19
11.98
17
27.36
14
13.43
21
13.44
20

Uti Hybrid Equity Fund

-0.82
11
-0.79
18
1.67
14
8.57
13
14.24
12
31.57
10
18.48
6
16.84
6

Hdfc Hybrid Equity Fund

-0.83
12
-0.46
9
1.24
21
8.10
16
10.44
22
23.01
24
15.44
12
16.06
11

Kotak Equity Hybrid Fund

-0.83
13
-0.77
16
1.48
18
7.50
21
11.44
20
25.89
21
16.56
8
19.05
5

Lic Mf Equity Hybrid Fund

-0.87
14
-0.65
13
1.65
15
8.21
14
12.68
15
25.93
20
12.41
23
13.14
22

Edelweiss Aggressive Hybrid Fund

-0.89
15
-0.78
17
2.39
8
9.95
10
17.54
5
34.33
4
20.52
4
19.09
4

Axis Equity Hybrid Fund

-0.90
16
-0.80
20
1.03
24
5.78
25
8.55
26
19.77
26
11.09
25
13.96
19

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-0.93
17
-0.85
23
1.73
12
10.02
9
14.86
11
32.88
6
19.40
5

Pgim India Hybrid Equity Fund

-0.93
18
-0.81
21
1.43
19
5.93
24
9.35
25
21.26
25
11.95
24
13.35
21

Idfc Hybrid Equity Fund

-0.93
19
-0.73
15
1.13
23
7.99
17
11.84
18
27.12
15
15.75
11
15.80
12

Tata Hybrid Equity Fund

-0.94
20
-0.83
22
2.74
5
9.29
11
12.54
16
24.00
22
15.28
14
15.37
13

Indiabulls Equity Hybrid Fund

-0.94
21
-0.55
10
2.04
11
11.31
4
16.92
7
27.39
13
15.19
15
15.28
14

Invesco India Equity & Bond Fund

-0.99
22
-0.30
3
2.66
6
10.19
8
17.17
6
33.10
5
15.31
13
15.09
15

Union Hybrid Equity Fund

-1.03
23
-0.79
19
1.69
13
7.82
20
13.55
13
28.13
12
15.11
16

Shriram Hybrid Equity Fund

-1.10
24
-1.12
26
2.06
10
11.00
6
19.10
4
31.01
11
14.86
17
14.64
17

Jm Equity Hybrid Fund

-1.34
25
-0.60
12
3.22
1
15.22
2
24.07
1
49.31
1
23.24
3
19.72
3

Quant Absolute Fund

-1.72
26
-0.40
8
3.19
2
17.71
1
22.83
2
38.01
2
26.30
1
26.76
1

Idbi Hybrid Equity Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

2.47
9
4.18
14
9.39
12
3.65
21
12.05
15

Axis Equity Hybrid Fund

1.80
25
3.01
26
6.32
23
3.30
22
11.75
16

Franklin India Equity Hybrid Fund

2.30
13
5.27
6
9.99
8
6.35
13
13.59
12

Shriram Hybrid Equity Fund

1.95
21
4.79
11
7.40
20
5.34
19
10.35
20

Canara Robeco Equity Hybrid Fund

2.20
16
4.31
13
7.96
18
5.52
17
15.08
6

Dsp Equity & Bond Fund

2.91
2
5.23
7
10.90
5
2.58
25
13.25
13

Edelweiss Aggressive Hybrid Fund

2.49
8
5.58
3
10.99
3
9.72
4
15.30
5

Essel Equity Hybrid Fund

2.53
5
3.42
23
9.62
10
6.86
11
10.48
19

Hdfc Hybrid Equity Fund

1.94
22
3.80
18
6.87
22
10.01
3
14.57
8

Icici Prudential Equity & Debt Fund

2.58
4
6.73
2
12.05
2
16.09
1
19.97
2

Idfc Hybrid Equity Fund

2.29
14
3.69
20
8.67
15
5.84
15
14.03
9

Indiabulls Equity Hybrid Fund

1.75
26
3.43
22
6.01
25
5.90
14
11.30
18

Invesco India Equity & Bond Fund

2.53
7
5.50
4
9.50
11
3.76
20
10.15
21

Jm Equity Hybrid Fund

3.43
1
8.73
1
15.19
1
9.61
5
19.14
3

Kotak Equity Hybrid Fund

2.20
15
4.16
15
8.92
14
9.29
6
17.20
4

Mahindra Hybrid Equity Nivesh Yojana

2.60
3
4.97
9
10.81
6
8.33
9

Nippon India Equity Hybrid Fund

2.36
12
5.27
5
10.55
7
8.46
8
8.09
24

Pgim India Hybrid Equity Fund

1.81
24
3.21
24
6.96
21
3.25
23
9.83
22

Quant Absolute Fund

1.99
20
3.62
21
5.18
26
10.80
2
28.85
1

Sbi Equity Hybrid Fund

2.07
19
4.12
16
7.66
19
6.48
12
13.61
11

Tata Hybrid Equity Fund

1.84
23
3.10
25
6.12
24
8.21
10
13.06
14

Uti Hybrid Equity Fund

2.53
6
5.07
8
10.91
4
9.14
7
14.96
7

Lic Mf Equity Hybrid Fund

2.11
18
3.85
17
8.28
16
2.88
24
8.80
23

Mirae Asset Hybrid Equity Fund

2.37
11
3.74
19
8.09
17
5.63
16
13.81
10

Union Hybrid Equity Fund

2.39
10
4.79
10
9.63
9
5.39
18

Baroda Bnp Paribas Aggressive Hybrid Fund

2.16
17
4.56
12
9.21
13

Idbi Hybrid Equity Fund

11.55
17
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

2.53
9
4.38
15
9.82
13
4.50
23
12.93
17

Axis Equity Hybrid Fund

1.95
23
3.29
26
6.98
23
4.62
22
13.31
16

Franklin India Equity Hybrid Fund

2.39
14
5.58
5
10.63
8
7.42
13
14.75
11

Shriram Hybrid Equity Fund

2.08
21
5.19
10
8.26
19
6.98
17
12.04
20

Canara Robeco Equity Hybrid Fund

2.29
17
4.61
13
8.58
18
6.85
18
16.47
6

Dsp Equity & Bond Fund

3.00
2
5.50
6
11.47
5
3.64
25
14.40
12

Edelweiss Aggressive Hybrid Fund

2.65
6
6.04
3
11.98
3
11.86
3
17.36
5

Essel Equity Hybrid Fund

2.68
4
3.91
22
10.62
9
8.87
11
12.51
19

Hdfc Hybrid Equity Fund

2.00
22
3.97
21
7.21
22
10.72
6
15.30
10

Icici Prudential Equity & Debt Fund

2.63
7
6.88
2
12.35
2
16.73
1
20.60
2

Idfc Hybrid Equity Fund

2.40
13
4.00
20
9.35
15
7.20
15
15.53
8

Indiabulls Equity Hybrid Fund

1.83
26
3.80
23
6.60
25
7.55
12
13.53
15

Invesco India Equity & Bond Fund

2.66
5
5.90
4
10.40
10
5.47
20
11.90
21

Jm Equity Hybrid Fund

3.53
1
9.11
1
15.78
1
10.75
5
20.12
3

Kotak Equity Hybrid Fund

2.32
15
4.52
14
9.67
14
10.84
4
18.80
4

Mahindra Hybrid Equity Nivesh Yojana

2.75
3
5.41
8
11.80
4
10.52
7

Nippon India Equity Hybrid Fund

2.42
12
5.48
7
10.97
7
9.29
9
8.93
24

Pgim India Hybrid Equity Fund

1.94
24
3.64
24
7.83
21
5.00
21
11.64
22

Quant Absolute Fund

2.12
20
4.02
19
5.92
26
12.22
2
30.03
1

Sbi Equity Hybrid Fund

2.13
19
4.29
16
8.04
20
7.23
14
14.39
13

Tata Hybrid Equity Fund

1.92
25
3.35
25
6.63
24
9.23
10
14.20
14

Uti Hybrid Equity Fund

2.58
8
5.23
9
11.26
6
9.82
8
15.77
7

Lic Mf Equity Hybrid Fund

2.20
18
4.13
17
8.85
16
4.04
24
10.08
23

Mirae Asset Hybrid Equity Fund

2.49
10
4.09
18
8.81
17
7.13
16
15.51
9

Union Hybrid Equity Fund

2.46
11
5.03
11
10.26
11
6.51
19

Baroda Bnp Paribas Aggressive Hybrid Fund

2.30
16
4.99
12
10.10
12

Idbi Hybrid Equity Fund

12.55
18
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

-10.10
11
-10.66
19
-4.90
21
10.83
15
7.33
15

Baroda Bnp Paribas Aggressive Hybrid Fund

Canara Robeco Equity Hybrid Fund

-9.06
4
-9.11
13
-3.37
7
10.01
4
6.68
3

Dsp Equity & Bond Fund

-11.09
17
-13.38
22
-7.04
24
11.31
20
7.41
16

Edelweiss Aggressive Hybrid Fund

-9.48
5
-6.93
5
-2.80
4
10.18
5
6.61
2

Navi Equity Hybrid Fund

-11.21
19
-8.83
11
-3.42
8
9.87
3
6.95
9

Franklin India Equity Hybrid Fund

-10.07
10
-9.21
14
-5.18
22
10.74
13
6.97
10

Hdfc Hybrid Equity Fund

-9.92
9
-6.71
4
-2.46
3
11.13
17
7.04
11

Icici Prudential Equity & Debt Fund

-7.12
1
-5.01
1
-1.98
1
12.81
23
7.81
20

Idbi Hybrid Equity Fund

Idfc Hybrid Equity Fund

-11.11
18
-10.80
20
-4.81
20
10.69
11
7.43
18

Indiabulls Equity Hybrid Fund

-12.18
22
-10.35
17
-4.36
16
11.19
18
7.57
19

Invesco India Equity & Bond Fund

-10.71
16
-11.02
21
-3.79
12
9.47
1
6.70
4

Jm Equity Hybrid Fund

-10.38
14
-10.03
15
-5.35
23
12.47
22
8.01
23

Kotak Equity Hybrid Fund

-8.94
3
-6.42
3
-3.25
6
9.69
2
6.39
1

Lic Mf Equity Hybrid Fund

-10.68
15
-10.47
18
-4.36
15
10.23
7
6.79
6

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-11.25
20
-8.95
12
-4.05
14
11.30
19
7.81
21

Mirae Asset Hybrid Equity Fund

-9.84
8
-8.77
10
-3.43
9
10.22
6
6.80
7

Quant Absolute Fund

-13.27
24
-10.04
16
-4.00
13
12.91
24
8.94
24

Nippon India Equity Hybrid Fund

-10.21
12
-6.97
6
-2.21
2
10.82
14
7.11
13

Sbi Equity Hybrid Fund

-9.66
7
-7.92
8
-3.51
11
10.57
9
6.78
5

Shriram Hybrid Equity Fund

-10.26
13
-8.57
9
-3.50
10
10.33
8
6.83
8

Tata Hybrid Equity Fund

-8.69
2
-6.39
2
-2.92
5
10.94
16
7.07
12

Uti Hybrid Equity Fund

-9.59
6
-7.25
7
-4.50
18
10.72
12
7.15
14

Pgim India Hybrid Equity Fund

-12.35
23
-14.96
24
-4.68
19
10.59
10
7.43
17

Axis Equity Hybrid Fund

-11.62
21
-13.58
23
-4.48
17
11.78
21
7.88
22
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.89
16
0.49
17
0.84
17
0.44
1.30
11 0.98 10
0.84
13
0.10
11
15.42
14
-0.10
11

Baroda Bnp Paribas Aggressive Hybrid Fund

Canara Robeco Equity Hybrid Fund

0.87
18
0.49
16
0.85
16
0.39
0.27
13 0.97 11
0.93
2
0.09
13
15.62
12
-0.07
10

Dsp Equity & Bond Fund

0.93
14
0.53
15
0.78
18
0.42
2.27
9 0.97 12
0.81
15
0.11
10
15.49
13
-1.09
13

Edelweiss Aggressive Hybrid Fund

1.36
5
0.88
2
1.28
7
0.42
6.18
5 0.95 15
0.89
7
0.15
5
20.52
3
5.23
5

Navi Equity Hybrid Fund

0.87
17
0.46
18
0.86
15
0.37
-0.56
14 1.02 7
0.89
8
0.08
14
15.76
10
0.59
9

Franklin India Equity Hybrid Fund

1.17
10
0.71
9
1.06
11
0.44
4.48
7 0.96 14
0.88
9
0.13
7
18.23
9
1.63
8

Hdfc Hybrid Equity Fund

1.24
8
0.81
8
1.30
5
0.40

Icici Prudential Equity & Debt Fund

1.74
1
1.43
1
2.05
1
0.40
13.20
1 1.07 4
0.75
16
0.21
1
23.15
2
11.93
1

Idbi Hybrid Equity Fund

Idfc Hybrid Equity Fund

0.99
12
0.54
14
0.88
14
0.39

Indiabulls Equity Hybrid Fund

0.72
19
0.39
19
0.77
19
0.42
-1.56
16 1.05 5
0.90
5
0.08
15
13.43
16
-2.88
16

Invesco India Equity & Bond Fund

0.71
20
0.36
20
0.67
21
0.40
-0.72
15 0.90 18
0.81
14
0.07
16
14.34
15
-3.19
18

Jm Equity Hybrid Fund

1.27
7
0.81
7
1.19
8
0.44
7.48
3 1.00 8
0.74
17
0.16
3
18.51
7
6.97
3

Kotak Equity Hybrid Fund

1.37
4
0.86
3
1.29
6
0.41

Lic Mf Equity Hybrid Fund

0.56
23
0.31
23
0.64
22
0.40
-2.74
18 0.97 13
0.86
12
0.06
18
12.36
18
-2.10
15

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

1.20
9
0.68
10
1.13
10
0.36
2.66
8 1.15 2
0.93
3
0.12
9
18.26
8
4.78
6

Mirae Asset Hybrid Equity Fund

0.96
13
0.55
12
0.93
13
0.39

Quant Absolute Fund

1.43
2
0.84
5
1.33
2
0.37
7.57
2 1.17 1
0.55
19
0.16
4
20.00
4
9.43
2

Nippon India Equity Hybrid Fund

1.33
6
0.83
6
1.32
4
0.40
5.51
6 1.02 6
0.90
4
0.14
6
19.87
5
5.76
4

Sbi Equity Hybrid Fund

0.91
15
0.54
13
0.96
12
0.43
1.10
12 0.98 9
0.94
1
0.10
12
15.67
11
-1.35
14

Shriram Hybrid Equity Fund

0.61
21
0.34
21
0.74
20
0.38

Tata Hybrid Equity Fund

1.01
11
0.61
11
1.14
9
0.41
1.97
10 0.92 17
0.89
7
0.12
8
18.80
6
-0.80
12

Uti Hybrid Equity Fund

1.39
3
0.85
4
1.32
3
0.42
6.75
4 0.88 19
0.87
11
0.17
2
23.35
1
3.02
7

Pgim India Hybrid Equity Fund

0.61
22
0.31
22
0.56
24
0.42
-1.65
17 0.94 16
0.70
18
0.07
17
12.64
17
-2.90
17

Axis Equity Hybrid Fund

0.54
24
0.29
24
0.59
23
0.40
-3.93
19 1.08 3
0.88
10
0.06
19
11.36
19
-4.49
19

Sbi Equity Hybrid Fund Additional Return Analysis

Sbi Equity Hybrid Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 992.18 989.03 1003.99 1060.75 1100.66 1230.10 1412.70 1941.54
Direct Plan Value of 1000 Rupee 992.20 989.14 1004.54 1062.50 1104.37 1238.52 1442.44 2008.37
Fund Information
Fund Launch Date: 01/Jan/2005
Fund Category: Aggressive Hybrid Fund
Investment Objective: To provide investors long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.
Fund Description: SBI Magnum Balanced Fund
Fund Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Source: Fund FactSheet


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