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SBI Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon SBI Equity Hybrid Fund - Regular Plan -Growth

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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