SBI Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare
SBI Equity Hybrid Fund - Regular Plan -Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹71143 Cr | ₹5956 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 20 Jan 2005 | 25 Mar 2000 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 10% | 27% |
Expense Ratio | 1.4 | 1.89 |
Manager | Pradeep Kesavan | V Srivatsa |
ISIN Code | INF200K01107 | INF789F01323 |
Exits Load | SBI Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | -0.02% | -2.14% |
6 Month | -1.99% | -5.8% |
1 Year | 9.88% | 10.21% |
3 Year | 10.77% | 15.05% |
5 Year | 12.45% | 17.38% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 1.98% | -0.68% |
3 Year | 12.25% | 15.73% |
5 Year | 13.42% | 17.79% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 14% | 13.82% |
3 Year | 12.23% | 12.4% |
5 Year | 13.38% | 11.66% |
Risk Management
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 8.66% | 9.01% |
Sharp | 0.46% | 0.82% |
Beta | 0.96% | 1.05% |
Alpha | 0.77% | 4.39% |
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Fund Managers
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | V Srivatsa |
Total AUM | ₹434274 Cr | ₹7921 Cr |
Fund Manage | 43 | 3 |
SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 26.21 | 29.8 |
Large Cap | 51.15 | 42.79 |
Mid Cap | 18.83 | 16.79 |
Small Cap | 3.81 | 10.58 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 26.21 | 29.8 |
Petroleum Products | 4.11 | 2.59 |
IT - Software | 5.51 | 7.85 |
Construction | 2.53 | 2.15 |
Healthcare Services | 1.12 | 0.68 |
Retailing | 3.33 | - |
Non - Ferrous Metals | 2.4 | - |
Banks | 15.55 | 17.36 |
Realty | 0.8 | 0.96 |
Cement & Cement Products | 2.77 | 1.21 |
Transport Infrastructure | 1.74 | - |
Telecom - Services | 6.44 | 3.66 |
Consumer Durables | 0.27 | 0.72 |
Transport Services | 4.19 | 2.44 |
Personal Products | 0.97 | 0.48 |
Industrial Products | 1.53 | 0.23 |
Leisure Services | 0.82 | 1.41 |
Finance | 5.68 | 2.4 |
Chemicals & Petrochemicals | 3.75 | 0.67 |
Pharmaceuticals & Biotechnology | 4.11 | 4.59 |
Beverages | 0.8 | - |
Textiles & Apparels | 0.77 | 2.42 |
Insurance | 1.18 | 2.82 |
Auto Components | 3.42 | 0.84 |
Automobiles | - | 2.82 |
Gas | - | 1.05 |
Diversified FMCG | - | 3.39 |
Fertilizers & Agrochemicals | - | 0.62 |
Diversified Metals | - | 1.81 |
Ferrous Metals | - | 0.6 |
Capital Markets | - | 1.46 |
Other Consumer Services | - | 0.66 |
Entertainment | - | 0.6 |
Power | - | 1.08 |
Paper, Forest & Jute Products | - | 0.59 |
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