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) 25/Nov/2022 44.3074
-0.0612
-0.1379%
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 25/Nov/2022 66.3931
-0.0903
-0.1358%
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 25/Nov/2022 209.092
-0.2886
-0.1378%
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth 25/Nov/2022 226.8912
-0.3086
-0.1358%

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

Fund Performance Analysis

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 %
1.51
2.52
No
No
Yes
26/29 0.94 / 3.97
1M Rolling Return %
-0.19
-0.26
Yes
No
No
13/28 -1.02 / 0.74
3M Return %
2.49
3.84
No
No
Yes
25/29 1.12 / 6.91
3M Rolling Return %
-0.39
-0.44
Yes
No
No
11/28 -2.73 / 2.62
6M Return %
9.02
11.88
No
No
Yes
28/29 8.19 / 16.71
6M Rolling Return %
0.81
0.74
Yes
No
No
12/28 -2.90 / 5.94
1Y Return %
2.37
3.24
No
No
No
17/28 -4.41 / 12.41
1Y Rolling Return %
17.87
20.11
No
No
No
18/27 11.15 / 40.74
3Y Return %
12.92
14.14
No
No
No
15/27 8.65 / 30.06
3Y Rolling Return %
13.67
13.08
Yes
No
No
8/21 5.88 / 26.11
5Y Return %
10.62
9.66
Yes
No
No
7/21 5.32 / 19.21
Standard Deviation
14.80
15.84
Yes
Yes
No
7/28 13.26 / 20.77
Semi Deviation
11.38
12.12
Yes
Yes
No
7/28 7.73 / 17.35
Max Drawdown
-19.50
-21.86
Yes
Yes
No
6/28 -35.82 / -7.47
VaR 1 Y
-9.57
-13.59
Yes
Yes
No
1/28 -23.03 / -9.57
Average Drawdown
-5.97
-6.33
Yes
No
No
13/28 -9.00 / -4.56
Sharpe Ratio
0.54
0.42
Yes
Yes
No
7/28 0.01 / 1.08
Sterling Ratio
0.44
0.37
Yes
Yes
No
5/28 0.14 / 0.72
Sortino Ratio
0.25
0.20
Yes
Yes
No
6/28 0.03 / 0.51
Jensen Alpha
-1.37
-1.98
Yes
No
No
9/20 -12.78 / 13.93
Treynor Ratio
0.08
0.08
Yes
No
No
10/20 0.02 / 0.22
Modigliani Square measure
12.36
12.02
Yes
No
No
9/20 5.55 / 24.10
Active Return
-0.04
-0.02
No
No
No
10/20 -0.09 / 0.19
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Sbi Equity Hybrid Fund Performance Analysis

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

Canara Robeco Equity Hybrid Fund

4 The Canara Robeco Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 29 funds. The fund has 13 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 has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Equity Hybrid Fund performance snapshot section. 3.27% 15.13% -16.27% -11.17% 0.62 0.28 0.48

Edelweiss Aggressive Hybrid Fund

1 The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 29 funds. The fund has nine KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. 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. 5.88% 15.66% -21.18% -11.64% 0.54 0.24 0.49

Mahindra Hybrid Equity Nivesh Yojana

2 The Mahindra Hybrid Equity Nivesh Yojana is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 29 funds. The fund has 14 KPIs that are in top quartile. The fund has 67% 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 Mahindra Hybrid Equity Nivesh Yojana performance snapshot section. 5.47% 17.84% -19.33% -11.81% 0.78 0.34 0.48

Quant Absolute Fund

5 The Quant Absolute Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 29 funds. The fund has 18 KPIs that are in top quartile. The fund has 78% 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 two 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 Quant Absolute Fund performance snapshot section. 12.41% 30.06% -23.14% -13.24% 1.08 0.51 0.46

Sbi Equity Hybrid Fund

3 The Sbi Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 29 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Equity Hybrid Fund performance snapshot section. 2.37% 12.92% -19.50% -9.57% 0.54 0.25 0.49

Mirae Asset Hybrid Equity Fund

6 The Mirae Asset Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 29 funds. The fund has three KPIs that are in top quartile. The fund has 16% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Mirae Asset Hybrid Equity Fund performance snapshot section. 2.35% 13.61% -21.19% -12.54% 0.49 0.23 0.49

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 %
1.57
2.62
No
No
Yes
26/29 1.03 / 4.07
1M Rolling Return %
-0.13
-0.16
Yes
No
No
14/28 -0.88 / 0.89
3M Return %
2.67
4.16
No
No
Yes
26/29 1.49 / 7.36
3M Rolling Return %
-0.22
-0.14
No
No
No
12/28 -2.33 / 2.90
6M Return %
9.39
12.59
No
No
Yes
28/29 8.60 / 17.73
6M Rolling Return %
1.16
1.35
No
No
No
14/28 -2.12 / 6.23
1Y Return %
3.09
4.51
No
No
No
18/28 -3.14 / 14.19
1Y Rolling Return %
18.70
21.54
No
No
No
19/27 12.50 / 41.56
3Y Return %
13.70
15.51
No
No
No
16/27 9.82 / 31.29
3Y Rolling Return %
14.44
14.27
Yes
No
No
8/21 6.69 / 27.19
5Y Return %
11.44
10.87
Yes
No
No
7/21 6.27 / 20.29
Standard Deviation
14.80
15.84
Yes
Yes
No
7/28 13.26 / 20.77
Semi Deviation
11.38
12.12
Yes
Yes
No
7/28 7.73 / 17.35
Max Drawdown
-19.50
-21.86
Yes
Yes
No
6/28 -35.82 / -7.47
VaR 1 Y
-9.57
-13.59
Yes
Yes
No
1/28 -23.03 / -9.57
Average Drawdown
-5.97
-6.33
Yes
No
No
13/28 -9.00 / -4.56
Sharpe Ratio
0.54
0.42
Yes
Yes
No
7/28 0.01 / 1.08
Sterling Ratio
0.44
0.37
Yes
Yes
No
5/28 0.14 / 0.72
Sortino Ratio
0.25
0.20
Yes
Yes
No
6/28 0.03 / 0.51
Jensen Alpha
-1.37
-1.98
Yes
No
No
9/20 -12.78 / 13.93
Treynor Ratio
0.08
0.08
Yes
No
No
10/20 0.02 / 0.22
Modigliani Square measure
12.36
12.02
Yes
No
No
9/20 5.55 / 24.10
Active Return
-0.04
-0.02
No
No
No
10/20 -0.09 / 0.19
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Sbi Equity Hybrid Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 1.51% 1.57%
1M Rolling Return % -0.19% -0.13%
3M Return % 2.49% 2.67%
3M Rolling Return % -0.39% -0.22%
6M Return % 9.02% 9.39%
6M Rolling Return % 0.81% 1.16%
1Y Return % 2.37% 3.09%
1Y Rolling Return % 17.87% 18.70%
3Y Return % 12.92% 13.70%
3Y Rolling Return % 13.67% 14.44%
5Y Return % 10.62% 11.44%
Standard Deviation 14.80% 14.80%
Semi Deviation 11.38% 11.38%
Max Drawdown -19.50% -19.50%
VaR 1 Y -9.57% -9.57%
Average Drawdown -5.97% -5.97%
Sharpe Ratio 0.54% 0.54%
Sterling Ratio 0.44% 0.44%
Sortino Ratio 0.25% 0.25%
Jensen Alpha -1.37% -1.37%
Treynor Ratio 0.08% 0.08%
Modigliani Square measure 12.36% 12.36%
Active Return -0.04% -0.04%

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% 11.73% 0.00%
One Year -41.13% 74.58% 13.44% 12.67%
Three Year -2.70% 37.80% 12.13% 0.48%
Five Year 2.51% 31.15% 12.23% 0.00%
Seven Year 6.69% 21.57% 11.55% 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

Baroda Bnp Paribas Aggressive Hybrid Fund

0.47
1
1.37
3
3.40
4
4.39
10
12.47
10

Essel Equity Hybrid Fund

0.40
2
1.30
5
2.75
15
3.79
14
11.16
19
3.65
13
10.59
22

Indiabulls Equity Hybrid Fund

0.38
3
1.17
7
3.26
7
5.38
6
13.00
8
3.77
12
11.79
19

Icici Prudential Equity & Debt Fund

0.36
4
1.24
6
2.76
13
5.49
4
12.23
12
10.68
2
20.86
2
13.58
2

Quant Absolute Fund

0.31
5
0.85
22
3.25
8
6.91
1
16.71
1
12.41
1
30.06
1
19.21
1

Uti Hybrid Equity Fund

0.31
6
1.06
12
2.75
14
4.09
11
12.42
11
5.33
9
16.65
6
9.18
12

Mirae Asset Hybrid Equity Fund

0.30
7
0.95
19
2.72
16
3.50
16
10.98
21
2.35
18
13.61
13
10.78
6

Jm Equity Hybrid Fund

0.28
8
1.48
1
3.97
1
6.86
2
15.95
2
7.02
5
20.61
3
10.34
8

Franklin India Equity Hybrid Fund

0.27
9
1.05
13
2.96
11
5.34
8
13.30
7
5.26
10
14.52
10
9.93
9

Nippon India Equity Hybrid Fund

0.25
10
1.00
14
3.28
5
5.80
3
13.77
5
6.51
6
8.97
26
5.32
21

Shriram Hybrid Equity Fund

0.24
11
1.11
11
1.89
22
2.80
21
9.97
24
2.97
15
10.36
23
8.29
15

Idbi Hybrid Equity Fund

0.22
12
0.98
15
3.27
6
3.64
15
11.05
20
0.31
21
12.55
16
6.49
20

Hsbc Equity Hybrid Fund

0.19
13
0.73
25
1.98
19
2.69
22
9.49
26
-0.41
23
11.89
17

Mahindra Hybrid Equity Nivesh Yojana

0.19
14
0.98
16
3.20
10
3.94
13
13.33
6
5.47
8
17.84
4

Idfc Hybrid Equity Fund

0.17
15
1.11
9
1.24
27
2.96
19
11.58
15
2.50
16
14.47
11
8.58
14

Pgim India Hybrid Equity Fund

0.16
16
1.43
2
3.24
9
3.95
12
11.73
13
-4.11
27
9.95
24
7.23
17

Dsp Equity & Bond Fund

0.14
17
0.95
18
1.91
20
2.09
27
11.48
16
-1.49
26
13.07
14
9.71
10

Tata Hybrid Equity Fund

0.13
18
0.93
21
3.75
2
4.63
9
14.61
3
7.77
4
14.10
12
9.59
11

Kotak Equity Hybrid Fund

0.12
19
0.54
27
2.18
18
2.53
24
10.91
22
5.12
11
16.93
5
11.55
4

Canara Robeco Equity Hybrid Fund

0.11
20
0.85
23
2.27
17
3.47
17
11.73
14
3.27
14
15.13
9
11.67
3

Invesco India Equity & Bond Fund

0.10
21
1.11
10
1.56
25
2.92
20
11.20
18
1.39
19
9.94
25

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.07
22
0.82
24
1.08
28
1.49
28
8.19
29
-1.05
24
11.83
18
6.98
18

L&T Hybrid Equity Fund

0.05
23
1.12
8
0.94
29
2.48
26
10.68
23
-1.26
25
11.20
21
7.24
16

Lic Mf Equity Hybrid Fund

0.05
24
0.97
17
1.66
24
2.64
23
9.70
25
0.05
22
8.65
27
6.75
19

Hdfc Hybrid Equity Fund

0.03
25
0.94
20
3.58
3
5.41
5
14.48
4
8.79
3
16.34
7
8.59
13

Edelweiss Aggressive Hybrid Fund

0.00
26
1.33
4
2.92
12
5.34
7
12.77
9
5.88
7
15.66
8
11.34
5

Union Hybrid Equity Fund

-0.08
27
0.70
26
1.90
21
3.12
18
11.23
17
0.55
20

Axis Equity Hybrid Fund

-0.13
28
0.52
29
1.79
23
1.12
29
9.47
27
-4.41
28
11.38
20

Sbi Equity Hybrid Fund

-0.14
29
0.53
28
1.51
26
2.49
25
9.02
28
2.37
17
12.92
15
10.62
7
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

Baroda Bnp Paribas Aggressive Hybrid Fund

0.48
1
1.41
3
3.53
4
4.82
10
13.43
10

Essel Equity Hybrid Fund

0.41
2
1.34
5
2.91
13
4.29
13
12.22
16
5.63
12
12.63
21

Indiabulls Equity Hybrid Fund

0.38
3
1.19
7
3.34
10
5.67
5
13.82
9
5.56
13
13.93
15

Icici Prudential Equity & Debt Fund

0.36
4
1.25
6
2.81
15
5.64
6
12.55
13
11.30
2
21.49
3
14.37
2

Quant Absolute Fund

0.32
5
0.89
22
3.40
5
7.36
1
17.73
1
14.19
1
31.29
1
20.29
1

Uti Hybrid Equity Fund

0.31
6
1.07
12
2.81
16
4.26
14
12.77
11
5.97
11
17.46
7
9.94
13

Mirae Asset Hybrid Equity Fund

0.30
7
0.97
19
2.84
14
3.87
16
11.76
20
3.78
17
15.26
12
12.45
6

Jm Equity Hybrid Fund

0.28
8
1.49
1
4.07
1
7.19
2
16.58
2
8.04
5
21.62
2
11.27
8

Franklin India Equity Hybrid Fund

0.27
9
1.07
13
3.05
12
5.60
7
13.87
8
6.30
10
15.67
11
11.11
9

Nippon India Equity Hybrid Fund

0.25
10
1.01
15
3.34
9
6.01
3
14.21
6
7.33
8
9.82
27
6.27
21

Shriram Hybrid Equity Fund

0.24
11
1.14
10
2.03
20
3.20
21
10.81
24
4.54
15
12.04
23
9.77
14

Idbi Hybrid Equity Fund

0.22
12
1.00
16
3.35
8
3.88
15
11.55
22
1.17
22
13.50
18
7.82
20

Hsbc Equity Hybrid Fund

0.19
13
0.75
26
2.11
19
3.08
22
10.31
25
1.08
23
13.56
17

Mahindra Hybrid Equity Nivesh Yojana

0.19
14
1.02
14
3.38
7
4.47
11
14.48
5
7.61
7
20.11
4

Idfc Hybrid Equity Fund

0.18
15
1.14
9
1.36
27
3.30
20
12.35
15
3.81
16
15.94
10
10.10
12

Pgim India Hybrid Equity Fund

0.17
16
1.47
2
3.39
6
4.40
12
12.67
12
-2.56
27
11.76
24
8.91
16

Dsp Equity & Bond Fund

0.15
17
0.97
18
2.00
21
2.36
27
12.07
18
-0.46
26
14.22
14
10.84
11

Tata Hybrid Equity Fund

0.13
18
0.95
21
3.83
2
4.88
9
15.16
3
8.80
4
15.24
13
10.85
10

Kotak Equity Hybrid Fund

0.12
19
0.56
27
2.30
18
2.90
24
11.70
21
6.62
9
18.53
5
13.03
5

Canara Robeco Equity Hybrid Fund

0.11
20
0.87
23
2.38
17
3.79
17
12.42
14
4.57
14
16.52
9
13.03
4

Invesco India Equity & Bond Fund

0.10
21
1.14
8
1.71
25
3.35
19
12.11
17
3.05
19
11.70
25

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.07
22
0.83
24
1.14
28
1.68
28
8.60
29
-0.27
25
12.71
20
7.91
19

L&T Hybrid Equity Fund

0.05
23
1.14
11
1.03
29
2.75
25
11.25
23
-0.25
24
12.37
22
8.35
17

Lic Mf Equity Hybrid Fund

0.05
24
0.99
17
1.75
24
2.92
23
10.29
26
1.19
21
9.93
26
8.06
18

Hdfc Hybrid Equity Fund

0.03
25
0.95
20
3.63
3
5.59
8
14.86
4
9.50
3
17.08
8
9.35
15

Edelweiss Aggressive Hybrid Fund

0.00
26
1.36
4
3.09
11
5.85
4
13.90
7
8.02
6
17.77
6
13.07
3

Axis Equity Hybrid Fund

-0.06
27
0.55
28
1.93
23
1.49
29
10.24
27
-3.14
28
12.92
19

Union Hybrid Equity Fund

-0.08
28
0.77
25
1.93
22
3.38
18
11.89
19
1.70
20

Sbi Equity Hybrid Fund

-0.14
29
0.54
29
1.57
26
2.67
26
9.39
28
3.09
18
13.70
16
11.44
7
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

Kotak Equity Hybrid Fund

0.02
6
0.81
4
2.22
6
22.17
6
16.26
3

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.32
16
-0.66
13
-1.18
25
19.93
11
11.28
15

Axis Equity Hybrid Fund

-0.79
25
-1.57
25
-1.38
27
17.52
20

Franklin India Equity Hybrid Fund

-0.19
12
-0.95
18
0.95
11
19.27
13
12.79
12

Shriram Hybrid Equity Fund

-0.31
15
-1.07
21
0.35
14
14.77
25
9.93
19

Canara Robeco Equity Hybrid Fund

-0.55
22
-0.76
15
0.01
18
21.18
8
14.93
4

Dsp Equity & Bond Fund

-0.86
27
-2.00
27
-0.99
23
18.51
15
14.24
5

Edelweiss Aggressive Hybrid Fund

0.31
3
0.99
3
2.38
5
20.58
9
13.78
7

Essel Equity Hybrid Fund

-0.33
18
-0.23
10
0.69
13
15.98
22

Hdfc Hybrid Equity Fund

0.06
4
0.61
6
2.47
4
21.87
7
13.41
9

Hsbc Equity Hybrid Fund

-0.60
23
-1.01
19
-1.27
26
17.99
17

Icici Prudential Equity & Debt Fund

0.53
2
2.29
2
5.94
1
34.23
2
17.67
2

Idbi Hybrid Equity Fund

-0.86
26
-0.79
16
-0.23
21
18.48
16
10.04
18

Idfc Hybrid Equity Fund

-0.08
10
-1.01
20
0.32
15
19.96
10
12.63
13

Indiabulls Equity Hybrid Fund

-0.21
14
-0.72
14
0.29
16
15.22
24

Invesco India Equity & Bond Fund

-0.33
17
-1.22
24
-0.19
20
13.79
26

Jm Equity Hybrid Fund

-0.04
9
-1.62
26
1.22
10
27.41
3
12.92
10

Mahindra Hybrid Equity Nivesh Yojana

-0.16
11
0.48
7
1.50
9
23.35
4

Nippon India Equity Hybrid Fund

0.02
5
0.62
5
1.88
7
17.53
19
5.88
21

Pgim India Hybrid Equity Fund

-1.02
28
-2.73
28
-2.90
28
15.39
23
10.08
17

Quant Absolute Fund

0.74
1
2.62
1
5.13
2
40.74
1
26.11
1

Sbi Equity Hybrid Fund

-0.19
13
-0.39
11
0.81
12
17.87
18
13.67
8

Tata Hybrid Equity Fund

0.01
8
-0.17
9
2.49
3
19.34
12
11.69
14

Uti Hybrid Equity Fund

0.01
7
0.05
8
1.53
8
23.09
5
12.80
11

L&T Hybrid Equity Fund

-0.48
20
-0.81
17
-0.64
22
16.74
21
10.79
16

Lic Mf Equity Hybrid Fund

-0.74
24
-1.13
22
-1.00
24
11.15
27
9.91
20

Mirae Asset Hybrid Equity Fund

-0.50
21
-0.63
12
0.23
17
18.92
14
13.91
6

Union Hybrid Equity Fund

-0.47
19
-1.19
23
0.00
19
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

-0.25
18
-0.46
15
-0.78
27
20.86
11
12.15
15

Axis Equity Hybrid Fund

-0.64
25
-1.22
25
-0.65
26
19.14
18

Franklin India Equity Hybrid Fund

-0.11
13
-0.71
20
1.45
12
20.46
14
13.96
11

Shriram Hybrid Equity Fund

-0.17
16
-0.69
19
1.11
15
16.55
25
11.55
18

Canara Robeco Equity Hybrid Fund

-0.44
22
-0.45
14
0.64
18
22.60
9
16.29
4

Dsp Equity & Bond Fund

-0.77
26
-1.75
27
-0.47
24
19.70
16
15.39
7

Edelweiss Aggressive Hybrid Fund

0.47
3
1.47
3
3.38
3
22.86
7
15.72
5

Essel Equity Hybrid Fund

-0.17
15
0.24
8
1.65
11
18.14
21

Hdfc Hybrid Equity Fund

0.11
5
0.78
7
2.79
6
22.65
8
14.16
9

Hsbc Equity Hybrid Fund

-0.47
23
-0.63
18
-0.54
25
19.76
15

Icici Prudential Equity & Debt Fund

0.58
2
2.43
2
6.23
1
34.89
2
18.32
2

Idbi Hybrid Equity Fund

-0.78
27
-0.57
17
0.20
21
19.47
17
11.05
20

Idfc Hybrid Equity Fund

0.03
10
-0.73
21
0.94
16
21.53
10
14.10
10

Indiabulls Equity Hybrid Fund

-0.07
12
-0.22
11
1.25
13
17.53
23

Invesco India Equity & Bond Fund

-0.18
17
-0.82
22
0.62
19
15.64
26

Jm Equity Hybrid Fund

0.04
9
-1.43
26
1.72
10
28.41
3
13.91
12

Kotak Equity Hybrid Fund

0.13
4
1.17
4
2.95
5
23.88
6
17.81
3

Mahindra Hybrid Equity Nivesh Yojana

0.03
11
0.97
5
2.50
7
25.75
4

Nippon India Equity Hybrid Fund

0.08
7
0.81
6
2.27
8
18.44
20
6.69
21

Pgim India Hybrid Equity Fund

-0.88
28
-2.33
28
-2.12
28
17.28
24
11.85
17

Quant Absolute Fund

0.89
1
2.90
1
5.77
2
41.56
1
27.19
1

Sbi Equity Hybrid Fund

-0.13
14
-0.22
12
1.16
14
18.70
19
14.44
8

Tata Hybrid Equity Fund

0.09
6
0.07
10
2.98
4
20.55
13
12.83
14

Uti Hybrid Equity Fund

0.06
8
0.20
9
1.84
9
23.95
5
13.59
13

L&T Hybrid Equity Fund

-0.39
21
-0.56
16
-0.14
22
18.04
22
11.94
16

Lic Mf Equity Hybrid Fund

-0.64
24
-0.84
23
-0.43
23
12.50
27
11.14
19

Mirae Asset Hybrid Equity Fund

-0.38
19
-0.28
13
0.92
17
20.66
12
15.63
6

Union Hybrid Equity Fund

-0.39
20
-0.91
24
0.56
20
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Hdfc Hybrid Equity Fund

-13.16
12
-23.17
21
-4.89
4
16.71
23
12.61
20

Hsbc Equity Hybrid Fund

-13.09
11
-20.51
8
-5.22
7
15.14
10
11.53
8

Aditya Birla Sun Life Equity Hybrid 95 Fund

-17.16
27
-25.50
26
-7.04
20
16.70
22
12.98
22

Axis Equity Hybrid Fund

-11.45
5
-20.69
9
-7.35
23
15.65
15
12.10
14

Franklin India Equity Hybrid Fund

-13.86
18
-21.58
16
-6.38
16
15.41
13
11.84
13

Shriram Hybrid Equity Fund

-11.24
4
-18.70
4
-5.14
6
14.08
4
10.52
4

Canara Robeco Equity Hybrid Fund

-11.17
3
-16.27
2
-4.56
1
13.66
2
10.45
3

Dsp Equity & Bond Fund

-13.32
15
-20.69
10
-6.82
18
16.27
19
12.59
19

Edelweiss Aggressive Hybrid Fund

-11.64
6
-21.18
13
-5.91
12
14.94
8
11.62
9

Essel Equity Hybrid Fund

-13.19
13
-22.78
18
-6.72
17
15.27
12
12.31
16

Icici Prudential Equity & Debt Fund

-16.20
25
-24.31
23
-5.57
8
17.60
26
13.01
23

Idbi Hybrid Equity Fund

-11.88
8
-17.18
3
-7.19
21
13.78
3
10.39
2

Idfc Hybrid Equity Fund

-14.49
23
-23.69
22
-6.05
14
16.63
21
13.17
25

Indiabulls Equity Hybrid Fund

-13.58
17
-21.12
12
-6.89
19
15.26
11
11.78
11

Invesco India Equity & Bond Fund

-13.34
16
-21.08
11
-4.62
2
14.71
6
11.83
12

Jm Equity Hybrid Fund

-23.03
28
-30.47
27
-9.00
28
20.28
27
13.93
27

Kotak Equity Hybrid Fund

-14.15
22
-25.50
25
-7.19
22
16.90
24
13.55
26

Mahindra Hybrid Equity Nivesh Yojana

-11.81
7
-19.33
5
-5.01
5
15.86
18
12.49
18

Nippon India Equity Hybrid Fund

-16.83
26
-35.82
28
-8.10
27
20.77
28
17.35
28

Pgim India Hybrid Equity Fund

-14.12
20
-22.89
19
-7.88
26
15.75
17
12.42
17

Quant Absolute Fund

-13.24
14
-23.14
20
-5.70
9
17.40
25
13.04
24

Sbi Equity Hybrid Fund

-9.57
1
-19.50
6
-5.97
13
14.80
7
11.38
7

Tata Hybrid Equity Fund

-13.96
19
-22.09
17
-5.88
11
15.44
14
11.70
10

Uti Hybrid Equity Fund

-14.13
21
-25.14
24
-7.56
24
16.52
20
12.74
21

L&T Hybrid Equity Fund

-15.36
24
-21.51
15
-7.79
25
15.67
16
12.18
15

Lic Mf Equity Hybrid Fund

-12.73
10
-19.65
7
-5.81
10
14.10
5
10.92
5

Mirae Asset Hybrid Equity Fund

-12.54
9
-21.19
14
-6.24
15
14.98
9
11.29
6

Baroda Bnp Paribas Aggressive Hybrid Fund

-10.19
2
-7.47
1
-4.86
3
13.26
1
7.73
1
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

Hdfc Hybrid Equity Fund

0.47
10
0.22
10
0.38
10
0.48

Hsbc Equity Hybrid Fund

0.37
16
0.18
16
0.34
14
0.49

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.28
24
0.14
23
0.27
27
0.49
-5.26
15 1.19 3
0.96
9
0.06
14
9.52
14
-0.03
9

Axis Equity Hybrid Fund

0.44
12
0.20
12
0.38
11
0.47
-4.30
13 1.11 9
0.96
4
0.06
13
9.94
13
-0.04
12

Franklin India Equity Hybrid Fund

0.46
11
0.21
11
0.37
12
0.49
-1.42
10 1.06 14
0.94
12
0.08
9
12.13
10
-0.05
13

Shriram Hybrid Equity Fund

0.30
22
0.15
19
0.31
18
0.46

Canara Robeco Equity Hybrid Fund

0.62
4
0.28
4
0.51
3
0.48
0.78
5 0.98 18
0.97
2
0.10
6
14.78
5
-0.00
5

Dsp Equity & Bond Fund

0.49
9
0.23
9
0.42
7
0.48
-3.33
12 1.14 7
0.94
13
0.07
11
10.81
12
-0.06
16

Edelweiss Aggressive Hybrid Fund

0.54
6
0.24
7
0.42
8
0.49
-0.53
7 1.08 11
0.96
11
0.09
7
13.32
8
-0.01
6

Essel Equity Hybrid Fund

0.32
18
0.15
21
0.29
23
0.50
-6.36
18 1.15 4
0.96
5
0.05
17
8.88
17
-0.06
17

Icici Prudential Equity & Debt Fund

0.65
3
0.31
3
0.48
4
0.47
4.16
2 1.14 5
0.86
18
0.13
2
15.81
2
0.01
4

Idbi Hybrid Equity Fund

0.26
26
0.13
25
0.30
19
0.48
-2.81
11 0.97 19
0.97
1
0.07
12
11.12
11
-0.02
7

Idfc Hybrid Equity Fund

0.40
15
0.19
15
0.34
15
0.49

Indiabulls Equity Hybrid Fund

0.36
17
0.17
18
0.33
17
0.48
-4.79
14 1.08 12
0.97
3
0.05
15
9.33
15
-0.06
19

Invesco India Equity & Bond Fund

0.32
19
0.15
22
0.30
21
0.49
-5.35
16 1.08 13
0.93
15
0.05
16
9.23
16
-0.05
14

Jm Equity Hybrid Fund

0.31
21
0.18
17
0.27
24
0.50
1.99
3 1.24 2
0.74
20
0.12
3
13.64
6
0.03
2

Kotak Equity Hybrid Fund

0.62
5
0.27
5
0.43
6
0.49

Mahindra Hybrid Equity Nivesh Yojana

0.78
2
0.34
2
0.59
2
0.48
1.70
4 1.09 10
0.96
7
0.11
4
15.37
3
0.03
3

Nippon India Equity Hybrid Fund

0.08
27
0.07
27
0.14
28
0.50
-12.78
20 1.49 1
0.89
17
0.02
20
5.55
20
-0.09
20

Pgim India Hybrid Equity Fund

0.26
25
0.13
26
0.27
25
0.49
-6.63
19 1.13 8
0.92
16
0.04
18
8.16
18
-0.06
18

Quant Absolute Fund

1.08
1
0.51
1
0.72
1
0.46
13.93
1 1.14 6
0.77
19
0.22
1
24.10
1
0.19
1

Sbi Equity Hybrid Fund

0.54
7
0.25
6
0.44
5
0.49
-1.37
9 1.04 16
0.96
10
0.08
10
12.36
9
-0.04
10

Tata Hybrid Equity Fund

0.43
13
0.20
13
0.35
13
0.47
-1.28
8 0.95 20
0.96
6
0.09
8
13.38
7
-0.04
11

Uti Hybrid Equity Fund

0.42
14
0.20
14
0.34
16
0.49
-0.17
6 1.04 15
0.96
8
0.10
5
14.82
4
-0.02
8

L&T Hybrid Equity Fund

0.31
20
0.15
20
0.30
20
0.49

Lic Mf Equity Hybrid Fund

0.29
23
0.14
24
0.30
22
0.48
-5.77
17 1.00 17
0.93
14
0.04
19
8.07
19
-0.05
15

Mirae Asset Hybrid Equity Fund

0.49
8
0.23
8
0.39
9
0.49

Baroda Bnp Paribas Aggressive Hybrid Fund

0.01
28
0.03
28
0.27
26
0.47

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 998.62 1005.30 1015.08 1024.86 1090.21 1023.72 1439.79 1656.59
Direct Plan Value of 1000 Rupee 998.64 1005.44 1015.69 1026.66 1093.93 1030.91 1469.90 1719.04
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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