HDFC Aggressive Hybrid Fund vs SBI Aggressive Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
HDFC Aggressive Hybrid Fund and SBI Aggressive Hybrid Fund are both Aggressive Hybrid funds. In the 3 years to 30-10-2026, HDFC Aggressive Hybrid Fund (Direct) returned 6.3% a year and SBI Aggressive Hybrid Fund (Direct) returned 11.8% a year. HDFC Aggressive Hybrid Fund charges 1.12% a year and SBI Aggressive Hybrid Fund 0.76% (Direct plans). Their portfolios overlap 27.3%: they hold 17 of the same securities.
HDFC Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 6.3%
- Expense ratio
- 1.12%
- NAV
- ₹119.62
SBI Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 11.8%
- Expense ratio
- 0.76%
- NAV
- ₹339.20
Which is better, HDFC 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.
- SBI Aggressive Hybrid returned more over 5 years: 9.1% a year against 7.2%.
- SBI Aggressive Hybrid returned more over 3 years: 11.8% a year against 6.3%.
- SBI Aggressive Hybrid costs less: 0.76% a year against 1.12% (Direct plans).
- HDFC Aggressive Hybrid swung less over 3 years: a standard deviation of 9.5% a year against 9.9%.
- SBI Aggressive Hybrid fell less in its worst fall since 02-01-2013: −27.5% against −33.6%.
- SBI Aggressive Hybrid is the larger fund: ₹86,163 Cr against ₹21,158 Cr.
- Their portfolios overlap 27.3%: 17 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 | HDFC Aggressive Hybrid Fund | SBI Aggressive Hybrid Fund |
|---|---|---|
| Fund house | HDFC Mutual Fund | SBI Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹21,158 Cr (30-09-2026) | ₹86,163 Cr (30-09-2026) |
| NAV | ₹119.62 (Direct) | ₹339.20 (Direct) |
| Expense ratio (Direct) | 1.12% | 0.76% |
| Expense ratio (Regular) | 1.71% | 1.40% |
| Riskometer | Very High | Very High |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index (Total Returns Index) | CRISIL Hybrid 35+65 - Aggressive Index |
| Launch date | 11-09-2000 | 09-10-1995 |
| Minimum investment | ₹100 | ₹1,000 |
| Lock in | None | None |
| Fund managers | Ihab Dalwai, Gopal Agrawal, Anupam Joshi, Bhagyesh Kagalkar | R Srinivasan, Rajeev Radhakrishnan, Mansi Sajeja |
| Exit load | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
HDFC 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 |
|---|---|---|---|---|---|---|---|
| HDFC Aggressive Hybrid Fund (Direct) | −0.29% | −4.34% | −1.45% | −8.91% | +6.27% | +7.24% | +9.86% |
| 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.
HDFC Aggressive Hybrid vs SBI Aggressive Hybrid: Year-wise Returns
| Year | HDFCHDFC Aggressive Hybrid | SBISBI Aggressive Hybrid |
|---|---|---|
| 2026to date | −8.88% | −1.36% |
| 2025 | +6.60% | +13.06% |
| 2024 | +13.66% | +14.98% |
| 2023 | +18.50% | +17.21% |
| 2022 | +9.58% | +2.99% |
| 2021 | +26.50% | +24.49% |
HDFC Aggressive Hybrid vs SBI Aggressive Hybrid: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,666 of them, one for each trading day from 04-01-2016 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.
HDFC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HDFC Aggressive Hybrid | 3.8 | 5.6 | 25.4 | 29.4 | 25.5 | 7.5 | 2.8 | 12.5% | 12.9% | −5.7% | 29.6% |
| SBI Aggressive Hybrid | 0.0 | 1.7 | 9.1 | 54.1 | 26.7 | 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 02-01-2013. Past returns do not promise future returns.
HDFC 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 01-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| HDFC Aggressive HybridHDFC Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹35,42,095 | ₹18,82,095 | 10.3% |
| SBI Aggressive HybridSBI Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹42,39,634 | ₹25,79,634 | 12.6% |
HDFC Aggressive HybridHDFC 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.
HDFC 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 | HDFC Aggressive Hybrid Fund (Direct) | SBI Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | −8.91% | −1.50% |
| Standard deviation | 10.12% | 10.97% |
| Sharpe ratio | -1.40 | -0.61 |
| Sortino ratio | -1.83 | -0.82 |
| Maximum drawdown | −12.6% (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 | HDFC Aggressive Hybrid Fund (Direct) | SBI Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.27% | +11.83% |
| Standard deviation | 9.51% | 9.88% |
| Sharpe ratio | 0.03 | 0.59 |
| Sortino ratio | 0.04 | 0.80 |
| Maximum drawdown | −12.6% (30-03-2026) | −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 | HDFC Aggressive Hybrid Fund (Direct) | SBI Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.24% | +9.08% |
| Standard deviation | 9.83% | 9.70% |
| Sharpe ratio | 0.15 | 0.34 |
| Sortino ratio | 0.20 | 0.46 |
| Maximum drawdown | −12.6% (30-03-2026) | −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 | HDFC Aggressive Hybrid Fund (Direct) | SBI Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.80% | +13.78% |
| Standard deviation | 14.51% | 10.70% |
| Sharpe ratio | 0.33 | 0.72 |
| Sortino ratio | 0.45 | 0.97 |
| Maximum drawdown | −33.6% (23-03-2020) | −27.5% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 01-01-2013 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.
HDFC 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 |
|---|---|---|---|---|---|---|
| HDFC Aggressive Hybrid Fund (Direct) | −33.6% | 24-01-2018 | 23-03-2020 | 18-11-2020 | 8 months | −9.3% |
| SBI Aggressive Hybrid Fund (Direct) | −27.5% | 19-02-2020 | 23-03-2020 | 11-11-2020 | 8 months | −5.2% |
From daily values since 02-01-2013, 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.
HDFC 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.
HDFC 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.
HDFC Aggressive Hybrid Fund (Direct)
SBI Aggressive Hybrid Fund (Direct)
HDFC Aggressive Hybrid vs SBI Aggressive Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: HDFC Aggressive Hybrid Fund, September 2026; SBI Aggressive Hybrid Fund, September 2026
Holdings in common
- Overlap
- 27.3%
- Held by both
- 17
- Only in HDFC Aggressive Hybrid
- 116
- Only in SBI Aggressive Hybrid
- 94
| Security | % of HDFC Aggressive Hybrid | % of SBI Aggressive Hybrid |
|---|---|---|
| ICICI Bank Ltd. | 6.87% | 4.14% |
| Kotak Mahindra Bank Limited | 3.45% | 3.39% |
| State Bank of India | 2.86% | 3.67% |
| HDFC Bank Ltd. | 7.01% | 2.47% |
| Larsen and Toubro Ltd. | 2.14% | 2.25% |
| Bharti Airtel Ltd. | 1.99% | 2.24% |
| Divis Laboratories Ltd. | 2.09% | 1.83% |
| Reliance Industries Ltd. | 4.15% | 1.79% |
| Infosys Limited | 1.88% | 1.50% |
| InterGlobe Aviation Ltd. | 1.41% | 2.31% |
| Tata Consultancy Services Ltd. | 1.07% | 1.67% |
| Havells India Ltd. | 0.92% | 0.83% |
| ITC LIMITED | 1.12% | 0.82% |
| Sun Pharmaceutical Industries Ltd. | 0.60% | 1.67% |
| Muthoot Finance Ltd. | 0.24% | 0.55% |
| Muthoot Finance Ltd. | 0.95% | 0.17% |
| LIC Housing Finance Ltd. | 0.06% | 0.43% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 27.3% means 27.3% 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 HDFC Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| Axis Bank Ltd. | 3.19% |
| 7.34% GOI MAT 220464 | 2.18% |
| Maruti Suzuki India Limited | 2.03% |
| Eternal Limited | 1.77% |
| Bajaj Finance Ltd. | 1.62% |
Largest holdings only in SBI Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| Solar Industries India Ltd. | 4.06% |
| Adani Power Ltd. | 3.08% |
| Adani Energy Solutions Ltd. | 2.90% |
| Bajaj Finance Ltd. | 2.56% |
| Adani Enterprises Ltd. | 2.51% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | HDFC Aggressive Hybrid | SBI Aggressive Hybrid |
|---|---|---|
| Equity | 71.8% | 73.3% |
| Debt | 24.2% | 21.4% |
| Cash and others | 4.0% | 5.4% |
Market cap of stocks
| Market cap | HDFC Aggressive Hybrid | SBI Aggressive Hybrid |
|---|---|---|
| Large Cap | 51.8% | 56.6% |
| Mid Cap | 4.9% | 16.7% |
| Small Cap | 15.1% | 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 | HDFC Aggressive Hybrid | SBI Aggressive Hybrid |
|---|---|---|
| Banks | 23.4% | 13.7% |
| Power | 1.4% | 7.4% |
| Retailing | 2.3% | 6.0% |
| Pharmaceuticals & Biotechnology | 5.2% | 3.5% |
| Finance | 0.7% | 5.0% |
| IT - Software | 3.9% | 5.0% |
| Petroleum Products | 4.6% | 1.8% |
| Chemicals & Petrochemicals | 0.5% | 4.1% |
| Automobiles | 4.0% | 0.0% |
| Construction | 3.5% | 2.3% |
The six largest sectors of each fund's stocks, % of the fund.
HDFC Aggressive Hybrid vs SBI Aggressive Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | HDFC Aggressive Hybrid Fund | SBI Aggressive Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.12% | 0.76% |
| Base expense ratio (Direct) | 0.91% | 0.57% |
| Total expense ratio (Regular) | 1.71% | 1.40% |
| Base expense ratio (Regular) | 1.41% | 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 HDFC Aggressive Hybrid with
HDFC Aggressive Hybrid Fund vs SBI Aggressive Hybrid Fund: Frequently Asked Questions
What is the difference between HDFC Aggressive Hybrid Fund and SBI Aggressive Hybrid Fund?
Both are Aggressive Hybrid funds, run by HDFC Mutual Fund and SBI Mutual Fund. Their portfolios overlap 27.3%. HDFC Aggressive Hybrid Fund charges 1.12% a year and SBI Aggressive Hybrid Fund 0.76%.
Which has given higher returns, HDFC Aggressive Hybrid Fund or SBI Aggressive Hybrid Fund?
Over 1 year: HDFC Aggressive Hybrid Fund −8.91%, SBI Aggressive Hybrid Fund −1.50%. Over 3 years: HDFC Aggressive Hybrid Fund +6.27% a year, SBI Aggressive Hybrid Fund +11.83% a year. Over 5 years: HDFC Aggressive Hybrid Fund +7.24% 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, HDFC Aggressive Hybrid Fund or SBI Aggressive Hybrid Fund?
SBI Aggressive Hybrid Fund charges less: 0.76% a year against 1.12%. These are the Direct plans' total expense ratios reported to AMFI.
How much do HDFC Aggressive Hybrid Fund and SBI Aggressive Hybrid Fund overlap?
27.3%. They hold 17 of the same securities, the largest shared ones being ICICIBANK, KOTAKBANK, SBIN. From each fund's latest monthly portfolio.
Which is riskier, HDFC Aggressive Hybrid Fund or SBI Aggressive Hybrid Fund?
On SEBI's riskometer, HDFC Aggressive Hybrid Fund is rated Very High and SBI Aggressive Hybrid Fund Very High. Over 3 years, the standard deviation of daily returns was 9.51% and 9.88% a year.
Which is better for SIP, HDFC 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 ₹6,93,608 in HDFC Aggressive Hybrid Fund (XIRR 5.0% 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 HDFC Aggressive Hybrid Fund and SBI Aggressive Hybrid Fund?
Yes. 27.3% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages HDFC Aggressive Hybrid Fund and SBI Aggressive Hybrid Fund?
HDFC Aggressive Hybrid Fund: Ihab Dalwai, Gopal Agrawal, Anupam Joshi, Bhagyesh Kagalkar. 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.