Edelweiss Aggressive Hybrid Fund vs SBI Aggressive Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss Aggressive Hybrid Fund and SBI Aggressive Hybrid Fund are both Aggressive Hybrid funds. In the 3 years to 30-10-2026, Edelweiss Aggressive Hybrid Fund (Direct) returned 12.8% a year and SBI Aggressive Hybrid Fund (Direct) returned 11.8% a year. Edelweiss Aggressive Hybrid Fund charges 0.69% a year and SBI Aggressive Hybrid Fund 0.76% (Direct plans). Their portfolios overlap 28.7%: they hold 21 of the same securities.
Edelweiss Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 12.8%
- Expense ratio
- 0.69%
- NAV
- ₹73.75
SBI Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 11.8%
- Expense ratio
- 0.76%
- NAV
- ₹339.20
Which is better, Edelweiss Aggressive Hybrid or SBI Aggressive Hybrid? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Edelweiss Aggressive Hybrid returned more over 5 years: 12.6% a year against 9.1%.
- Edelweiss Aggressive Hybrid returned more over 3 years: 12.8% a year against 11.8%.
- Edelweiss Aggressive Hybrid costs less: 0.69% a year against 0.76% (Direct plans).
- SBI Aggressive Hybrid swung less over 3 years: a standard deviation of 9.9% a year against 10.6%.
- SBI Aggressive Hybrid fell less in its worst fall since 08-01-2013: −27.5% against −28.6%.
- SBI Aggressive Hybrid is the larger fund: ₹86,163 Cr against ₹3,875 Cr.
- Their portfolios overlap 28.7%: 21 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Edelweiss Aggressive Hybrid Fund | SBI Aggressive Hybrid Fund |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | SBI Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹3,875 Cr (30-09-2026) | ₹86,163 Cr (30-09-2026) |
| NAV | ₹73.75 (Direct) | ₹339.20 (Direct) |
| Expense ratio (Direct) | 0.69% | 0.76% |
| Expense ratio (Regular) | 2.07% | 1.40% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Launch date | 12-08-2009 | 09-10-1995 |
| Minimum investment | ₹100 | ₹1,000 |
| Lock in | None | None |
| Fund managers | Bharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul Dedhia | R Srinivasan, Rajeev Radhakrishnan, Mansi Sajeja |
| Exit load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days. | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Edelweiss Aggressive Hybrid vs SBI Aggressive Hybrid: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund (Direct) | −0.12% | −3.09% | +0.07% | −1.98% | +12.76% | +12.64% | +13.16% |
| SBI Aggressive Hybrid Fund (Direct) | −0.34% | −3.81% | −0.60% | −1.50% | +11.83% | +9.08% | +11.76% |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | +11.60% |
Category average: the average of the 29 Aggressive Hybrid funds, same plan type.
Edelweiss Aggressive Hybrid vs SBI Aggressive Hybrid: Year-wise Returns
| Year | EdelweissEdelweiss Aggressive Hybrid | SBISBI Aggressive Hybrid |
|---|---|---|
| 2026to date | −2.20% | −1.36% |
| 2025 | +7.61% | +13.06% |
| 2024 | +22.20% | +14.98% |
| 2023 | +27.70% | +17.21% |
| 2022 | +7.44% | +2.99% |
| 2021 | +29.45% | +24.49% |
Edelweiss Aggressive Hybrid vs SBI Aggressive Hybrid: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,664 of them, one for each trading day from 08-01-2016 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Edelweiss Aggressive Hybrid Fund (Direct)
SBI Aggressive Hybrid Fund (Direct)
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid | 0.2 | 4.9 | 17.9 | 24.3 | 34.4 | 17.0 | 1.3 | 14.7% | 15.6% | −1.8% | 28.8% |
| SBI Aggressive Hybrid | 0.0 | 1.7 | 9.1 | 54.2 | 26.6 | 7.4 | 1.0 | 14.2% | 13.9% | 1.5% | 26.6% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 08-01-2013. Past returns do not promise future returns.
Edelweiss Aggressive Hybrid vs SBI Aggressive Hybrid: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 08-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹45,80,679 | ₹29,20,679 | 13.6% |
| SBI Aggressive HybridSBI Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹42,39,634 | ₹25,79,634 | 12.6% |
Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid Fund (Direct)
SBI Aggressive HybridSBI Aggressive Hybrid Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Edelweiss Aggressive Hybrid vs SBI Aggressive Hybrid: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | SBI Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | −1.98% | −1.50% |
| Standard deviation | 10.63% | 10.97% |
| Sharpe ratio | -0.68 | -0.61 |
| Sortino ratio | -0.91 | -0.82 |
| Maximum drawdown | −9.9% (30-03-2026) | −9.9% (23-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | SBI Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.76% | +11.83% |
| Standard deviation | 10.61% | 9.88% |
| Sharpe ratio | 0.63 | 0.59 |
| Sortino ratio | 0.86 | 0.80 |
| Maximum drawdown | −12.0% (28-02-2025) | −9.9% (23-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | SBI Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.64% | +9.08% |
| Standard deviation | 10.59% | 9.70% |
| Sharpe ratio | 0.65 | 0.34 |
| Sortino ratio | 0.88 | 0.46 |
| Maximum drawdown | −12.0% (28-02-2025) | −11.6% (20-06-2022) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | SBI Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +13.43% | +13.78% |
| Standard deviation | 12.38% | 10.70% |
| Sharpe ratio | 0.60 | 0.72 |
| Sortino ratio | 0.81 | 0.97 |
| Maximum drawdown | −28.6% (23-03-2020) | −27.5% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 08-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Edelweiss Aggressive Hybrid Fund (Direct)
SBI Aggressive Hybrid Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund (Direct) | −28.6% | 20-02-2020 | 23-03-2020 | 09-11-2020 | 8 months | −4.7% |
| SBI Aggressive Hybrid Fund (Direct) | −27.5% | 19-02-2020 | 23-03-2020 | 11-11-2020 | 8 months | −5.2% |
From daily values since 08-01-2013, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Aggressive Hybrid Fund (Direct)
SBI Aggressive Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Aggressive Hybrid Fund (Direct)
SBI Aggressive Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Aggressive Hybrid Fund (Direct)
SBI Aggressive Hybrid Fund (Direct)
Edelweiss Aggressive Hybrid vs SBI Aggressive Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Aggressive Hybrid Fund, September 2026; SBI Aggressive Hybrid Fund, September 2026
Holdings in common
- Overlap
- 28.7%
- Held by both
- 21
- Only in Edelweiss Aggressive Hybrid
- 87
- Only in SBI Aggressive Hybrid
- 90
| Security | % of Edelweiss Aggressive Hybrid | % of SBI Aggressive Hybrid |
|---|---|---|
| ICICI Bank Ltd. | 4.16% | 4.14% |
| State Bank of India | 2.64% | 3.67% |
| HDFC Bank Ltd. | 3.05% | 2.47% |
| Bharti Airtel Ltd. | 3.05% | 2.24% |
| Reliance Industries Ltd. | 2.73% | 1.79% |
| Sun Pharmaceutical Industries Ltd. | 2.12% | 1.67% |
| Larsen & Toubro Ltd. | 1.62% | 2.25% |
| Kotak Mahindra Bank Ltd. | 1.51% | 3.39% |
| Infosys Ltd. | 1.62% | 1.50% |
| Bajaj Finance Ltd. | 1.27% | 2.56% |
| Tata Consultancy Services Ltd. | 1.11% | 1.67% |
| InterGlobe Aviation Ltd. | 0.88% | 2.31% |
| Solar Industries India Ltd. | 0.87% | 4.06% |
| ITC Ltd. | 1.30% | 0.82% |
| Avenue Supermarts Ltd. | 0.82% | 2.40% |
| Meesho Ltd. | 0.76% | 0.94% |
| Muthoot Finance Ltd. | 0.74% | 2.45% |
| MRF Ltd. | 0.73% | 2.47% |
| Divi's Laboratories Ltd. | 0.51% | 1.83% |
| JSW Energy Ltd. | 0.47% | 1.44% |
| VARUN BEVERAGES LIMITED | 0.56% | 0.17% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 28.7% means 28.7% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Edelweiss Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| EDELWEISS MONEY MARKET FUND - DIRECT PL | 5.20% |
| EDELWEISS ULTRA SHORT TERM FUND | 5.19% |
| NTPC Ltd. | 1.95% |
| 7.65% HDB FIN SERV NCD 10-09-27 | 1.93% |
| 7.92% ADITYA BIRLA CAP NCD RED 27-12-27 | 1.93% |
Largest holdings only in SBI Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| Adani Power Ltd. | 3.08% |
| Adani Energy Solutions Ltd. | 2.90% |
| Adani Enterprises Ltd. | 2.51% |
| 6.94% CGL 2036 | 2.46% |
| Life Insurance Corporation of India | 2.29% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Aggressive Hybrid | SBI Aggressive Hybrid |
|---|---|---|
| Equity | 74.3% | 73.3% |
| Debt | 8.2% | 21.4% |
| Cash and others | 17.4% | 5.4% |
Market cap of stocks
| Market cap | Edelweiss Aggressive Hybrid | SBI Aggressive Hybrid |
|---|---|---|
| Large Cap | 48.3% | 56.6% |
| Mid Cap | 13.9% | 16.7% |
| Small Cap | 10.7% | 0.0% |
| Not on AMFI's list | 1.5% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Edelweiss Aggressive Hybrid | SBI Aggressive Hybrid |
|---|---|---|
| Banks | 12.8% | 13.7% |
| Power | 2.4% | 7.4% |
| Pharmaceuticals & Biotechnology | 6.0% | 3.5% |
| Retailing | 4.0% | 6.0% |
| Auto Components | 5.5% | 2.5% |
| Finance | 4.6% | 5.0% |
| IT - Software | 4.5% | 5.0% |
| Chemicals & Petrochemicals | 2.1% | 4.1% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Aggressive Hybrid vs SBI Aggressive Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Aggressive Hybrid Fund | SBI Aggressive Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.69% | 0.76% |
| Base expense ratio (Direct) | 0.36% | 0.57% |
| Total expense ratio (Regular) | 2.07% | 1.40% |
| Base expense ratio (Regular) | 1.55% | 1.12% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Edelweiss Aggressive Hybrid with
Edelweiss Aggressive Hybrid Fund vs SBI Aggressive Hybrid Fund: Frequently Asked Questions
What is the difference between Edelweiss Aggressive Hybrid Fund and SBI Aggressive Hybrid Fund?
Both are Aggressive Hybrid funds, run by Edelweiss Mutual Fund and SBI Mutual Fund. Their portfolios overlap 28.7%. Edelweiss Aggressive Hybrid Fund charges 0.69% a year and SBI Aggressive Hybrid Fund 0.76%.
Which has given higher returns, Edelweiss Aggressive Hybrid Fund or SBI Aggressive Hybrid Fund?
Over 1 year: Edelweiss Aggressive Hybrid Fund −1.98%, SBI Aggressive Hybrid Fund −1.50%. Over 3 years: Edelweiss Aggressive Hybrid Fund +12.76% a year, SBI Aggressive Hybrid Fund +11.83% a year. Over 5 years: Edelweiss Aggressive Hybrid Fund +12.64% a year, SBI Aggressive Hybrid Fund +9.08% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Edelweiss Aggressive Hybrid Fund or SBI Aggressive Hybrid Fund?
Edelweiss Aggressive Hybrid Fund charges less: 0.69% a year against 0.76%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss Aggressive Hybrid Fund and SBI Aggressive Hybrid Fund overlap?
28.7%. They hold 21 of the same securities, the largest shared ones being ICICIBANK, SBIN, HDFCBANK. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss Aggressive Hybrid Fund or SBI Aggressive Hybrid Fund?
On SEBI's riskometer, Edelweiss Aggressive Hybrid Fund is rated Very High and SBI Aggressive Hybrid Fund Very High. Over 3 years, the standard deviation of daily returns was 10.61% and 9.88% a year.
Which is better for SIP, Edelweiss Aggressive Hybrid Fund or SBI Aggressive Hybrid Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹8,07,220 in Edelweiss Aggressive Hybrid Fund (XIRR 11.0% a year) and ₹7,74,239 in SBI Aggressive Hybrid Fund (XIRR 9.3% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Edelweiss Aggressive Hybrid Fund and SBI Aggressive Hybrid Fund?
Yes. 28.7% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Edelweiss Aggressive Hybrid Fund and SBI Aggressive Hybrid Fund?
Edelweiss Aggressive Hybrid Fund: Bharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul Dedhia. SBI Aggressive Hybrid Fund: R Srinivasan, Rajeev Radhakrishnan, Mansi Sajeja.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.