SBI EQUITY HYBRID FUND vs DSP Aggressive Hybrid Fund
Updated June 2026 · both Aggressive Hybrid funds · metrics from AMFI NAVs
In short: SBI EQUITY HYBRID FUND has the higher 3-year return (+13.26%); SBI EQUITY HYBRID FUND has the lower expense ratio (0.78%); SBI EQUITY HYBRID FUND has the better risk-adjusted return (Sharpe 0.55). This is analysis from past data, not a recommendation.
| Metric | SBI EQUITY HYBRID FUND | DSP Aggressive Hybrid Fund |
|---|---|---|
| 1Y return | +1.07% | -4.81% |
| 3Y CAGR | +13.26% | +12.50% |
| 5Y CAGR | +11.08% | +10.46% |
| Sharpe ratio | 0.55 | 0.43 |
| Max drawdown | -12.7% | -17.3% |
| Volatility | 10.2% | 11.1% |
| Alpha | +5.37% | +4.19% |
| Expense ratio (Direct) | 0.78% | 1.15% |
| AUM | ₹81.2K Cr | ₹11.8K Cr |
Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.
FAQ
Which has the lower expense ratio?
SBI EQUITY HYBRID FUND has the lower Direct-plan expense ratio (0.78%), versus 1.15% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
SBI EQUITY HYBRID FUND has the higher 3-year CAGR (+13.26%). Past performance does not predict future returns - check volatility and drawdown too, shown above.
How are these figures calculated?
All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.