SBI Aggressive Hybrid Fund vs The Wealth Company Large & Mid Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
SBI Aggressive Hybrid Fund is an Aggressive Hybrid fund and The Wealth Company Large & Mid Cap Fund is a Large & Mid Cap fund. SBI Aggressive Hybrid Fund charges 0.76% a year and The Wealth Company Large & Mid Cap Fund 2.03% (Direct plans). Their portfolios overlap 24.6%: they hold 15 of the same securities.
SBI Aggressive Hybrid Fund
Aggressive Hybrid
- Expense ratio
- 0.76%
- NAV
- ₹339.20
The Wealth Company Large & Mid Cap Fund
Large & Mid Cap
- Expense ratio
- 2.03%
- NAV
- ₹9.47
Which is better, SBI Aggressive Hybrid or The Wealth Company Large & Mid Cap? 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 costs less: 0.76% a year against 2.03% (Direct plans).
- SBI Aggressive Hybrid fell less in its worst fall since 12-06-2026: −7.3% against −12.9%.
- SBI Aggressive Hybrid holds more in large companies: 56.6% of the fund in large caps against 38.7%.
- SBI Aggressive Hybrid is the larger fund: ₹86,163 Cr against ₹109 Cr.
- Their portfolios overlap 24.6%: 15 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 | SBI Aggressive Hybrid Fund | The Wealth Company Large & Mid Cap Fund |
|---|---|---|
| Fund house | SBI Mutual Fund | The Wealth Company Mutual Fund |
| Category | Aggressive Hybrid | Large & Mid Cap |
| AUM | ₹86,163 Cr (30-09-2026) | ₹109 Cr (30-09-2026) |
| NAV | ₹339.20 (Direct) | ₹9.47 (Direct) |
| Expense ratio (Direct) | 0.76% | 2.03% |
| Expense ratio (Regular) | 1.40% | 4.05% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | Nifty LargeMidcap 250 TRI |
| Launch date | 09-10-1995 | 10-06-2026 |
| Minimum investment | ₹1,000 | ₹1,000 |
| Lock in | None | None |
| Fund managers | R Srinivasan, Rajeev Radhakrishnan, Mansi Sajeja | Aparna Shanker, Chinmay Sathe |
| Exit load | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days | 1% - If redeemed/switched out within 120 days from the date of allotment. Nil - if redeemed/switched out after 120 days from the date of allotment |
SBI Aggressive Hybrid vs The Wealth Company Large & Mid Cap: 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 |
|---|---|---|---|---|---|---|---|
| SBI Aggressive Hybrid Fund (Direct) | −0.34% | −3.81% | −0.60% | −1.50% | +11.83% | +9.08% | +11.76% |
| The Wealth Company Large & Mid Cap Fund (Direct) | −4.34% | −7.55% | -- | -- | -- | -- | -- |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | +11.60% |
| Large & Mid Cap average | −1.78% | −5.20% | -- | -- | -- | -- | -- |
Category average: the average of the 29 Aggressive Hybrid funds and the 36 Large & Mid Cap funds, same plan type.
SBI Aggressive Hybrid vs The Wealth Company Large & Mid Cap: Year-wise Returns
| Year | SBI Aggressive HybridSBI Aggressive Hybrid | The Wealth Company Large & Mid CapThe Wealth Company Large & Mid Cap |
|---|---|---|
| 2026to date | −1.36% | -- |
| 2025 | +13.06% | -- |
| 2024 | +14.98% | -- |
| 2023 | +17.21% | -- |
| 2022 | +2.99% | -- |
| 2021 | +24.49% | -- |
SBI Aggressive Hybrid vs The Wealth Company Large & Mid Cap: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of The Wealth Company Large & Mid Cap Fund
SBI Aggressive Hybrid vs The Wealth Company Large & Mid Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | SBI Aggressive Hybrid Fund (Direct) | The Wealth Company Large & Mid Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +13.78% | −14.13% |
| Standard deviation | 10.70% | 13.69% |
| Sharpe ratio | 0.72 | -1.42 |
| Sortino ratio | 0.97 | -1.68 |
| Maximum drawdown | −27.5% (23-03-2020) | −12.9% (23-10-2026) |
| Beta | -- | 1.08 |
| Alpha | -- | −4.04% |
From daily NAVs, 02-01-2013 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.
SBI Aggressive Hybrid Fund (Direct)
The Wealth Company Large & Mid Cap Fund (Direct)
NIFTY LargeMidcap 250 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| SBI Aggressive Hybrid Fund (Direct) | −7.3% | 03-08-2026 | 23-10-2026 | Not yet | -- | −5.2% |
| The Wealth Company Large & Mid Cap Fund (Direct) | −12.9% | 28-08-2026 | 23-10-2026 | Not yet | -- | −10.9% |
| NIFTY LargeMidcap 250 TRI | −10.6% | 03-08-2026 | 23-10-2026 | Not yet | -- | −8.6% |
From daily values since 12-06-2026, the first day every fund has.
SBI Aggressive Hybrid vs The Wealth Company Large & Mid Cap: Portfolio Overlap
From each fund's latest monthly portfolio: SBI Aggressive Hybrid Fund, September 2026; The Wealth Company Large & Mid Cap Fund, September 2026
Holdings in common
- Overlap
- 24.6%
- Held by both
- 15
- Only in SBI Aggressive Hybrid
- 96
- Only in The Wealth Company Large & Mid Cap
- 38
| Security | % of SBI Aggressive Hybrid | % of The Wealth Company Large & Mid Cap |
|---|---|---|
| ICICI Bank Ltd. | 4.14% | 3.69% |
| Bajaj Finance Ltd. | 2.56% | 2.56% |
| Solar Industries India Ltd. | 4.06% | 2.13% |
| Adani Enterprises Ltd. | 2.51% | 2.03% |
| Larsen & Toubro Ltd. | 2.25% | 1.90% |
| Divi's Laboratories Ltd. | 1.83% | 2.31% |
| Coforge Ltd. | 1.83% | 2.03% |
| Muthoot Finance Ltd. | 2.45% | 1.54% |
| Infosys Ltd. | 1.50% | 1.55% |
| Life Insurance Corporation of India | 2.29% | 1.45% |
| Page Industries Ltd. | 1.34% | 1.95% |
| DLF Ltd. | 1.02% | 2.39% |
| Havells India Ltd. | 0.83% | 1.04% |
| Max Healthcare Institute Ltd. | 0.76% | 1.58% |
| Varun Beverages Ltd. | 0.17% | 1.91% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 24.6% means 24.6% 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 SBI Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| State Bank of India | 3.67% |
| Kotak Mahindra Bank Ltd. | 3.39% |
| Adani Power Ltd. | 3.08% |
| Adani Energy Solutions Ltd. | 2.90% |
| HDFC Bank Ltd. | 2.47% |
Largest holdings only in The Wealth Company Large & Mid Cap Fund
| Security | % of fund |
|---|---|
| Radico Khaitan Limited | 3.45% |
| Billionbrains Garage Ventures Ltd. | 2.90% |
| Aditya Infotech Limited | 2.73% |
| Nippon Life India Asset Management Ltd | 2.65% |
| Siemens Limited | 2.42% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | SBI Aggressive Hybrid | The Wealth Company Large & Mid Cap |
|---|---|---|
| Equity | 73.3% | 99.0% |
| Debt | 21.4% | 0.0% |
| Cash and others | 5.4% | 1.0% |
Market cap of stocks
| Market cap | SBI Aggressive Hybrid | The Wealth Company Large & Mid Cap |
|---|---|---|
| Large Cap | 56.6% | 38.7% |
| Mid Cap | 16.7% | 35.3% |
| Small Cap | 0.0% | 19.7% |
| Not on AMFI's list | 0.0% | 5.3% |
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 | SBI Aggressive Hybrid | The Wealth Company Large & Mid Cap |
|---|---|---|
| Banks | 13.7% | 6.5% |
| Retailing | 6.0% | 8.1% |
| Capital Markets | 0.0% | 7.5% |
| Power | 7.4% | 0.0% |
| Electrical Equipment | 0.0% | 7.0% |
| Pharmaceuticals & Biotechnology | 3.5% | 6.5% |
| Beverages | 0.8% | 5.3% |
| Finance | 5.0% | 4.1% |
| IT - Software | 5.0% | 3.6% |
| Chemicals & Petrochemicals | 4.1% | 2.1% |
The six largest sectors of each fund's stocks, % of the fund.
SBI Aggressive Hybrid vs The Wealth Company Large & Mid Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | SBI Aggressive Hybrid Fund | The Wealth Company Large & Mid Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.76% | 2.03% |
| Base expense ratio (Direct) | 0.57% | 0.39% |
| Total expense ratio (Regular) | 1.40% | 4.05% |
| Base expense ratio (Regular) | 1.12% | 2.10% |
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 SBI Aggressive Hybrid with
Compare The Wealth Company Large & Mid Cap with
- The Wealth Company Large & Mid Cap vs Invesco India Large & Mid Cap
- The Wealth Company Large & Mid Cap vs Motilal Oswal Large and Midcap
- The Wealth Company Large & Mid Cap vs HSBC Large & Mid Cap
- The Wealth Company Large & Mid Cap vs Bandhan Large & Mid Cap
- The Wealth Company Large & Mid Cap vs Quant Large & Mid Cap
SBI Aggressive Hybrid Fund vs The Wealth Company Large & Mid Cap Fund: Frequently Asked Questions
What is the difference between SBI Aggressive Hybrid Fund and The Wealth Company Large & Mid Cap Fund?
SBI Aggressive Hybrid Fund is an Aggressive Hybrid fund, The Wealth Company Large & Mid Cap Fund is a Large & Mid Cap fund, run by SBI Mutual Fund and The Wealth Company Mutual Fund. Their portfolios overlap 24.6%. SBI Aggressive Hybrid Fund charges 0.76% a year and The Wealth Company Large & Mid Cap Fund 2.03%.
Which has the lower expense ratio, SBI Aggressive Hybrid Fund or The Wealth Company Large & Mid Cap Fund?
SBI Aggressive Hybrid Fund charges less: 0.76% a year against 2.03%. These are the Direct plans' total expense ratios reported to AMFI.
How much do SBI Aggressive Hybrid Fund and The Wealth Company Large & Mid Cap Fund overlap?
24.6%. They hold 15 of the same securities, the largest shared ones being ICICIBANK, BAJFINANCE, SOLARINDS. From each fund's latest monthly portfolio.
Which is riskier, SBI Aggressive Hybrid Fund or The Wealth Company Large & Mid Cap Fund?
On SEBI's riskometer, SBI Aggressive Hybrid Fund is rated Very High and The Wealth Company Large & Mid Cap Fund Very High. Over their common history, the standard deviation of daily returns was 10.70% and 13.69% a year.
Can I invest in both SBI Aggressive Hybrid Fund and The Wealth Company Large & Mid Cap Fund?
Yes. 24.6% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages SBI Aggressive Hybrid Fund and The Wealth Company Large & Mid Cap Fund?
SBI Aggressive Hybrid Fund: R Srinivasan, Rajeev Radhakrishnan, Mansi Sajeja. The Wealth Company Large & Mid Cap Fund: Aparna Shanker, Chinmay Sathe.
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.