SBI Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

SBI Equity Hybrid Fund - Regular Plan -Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

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	Very High
Asset Size (Cr)	₹71501 Cr	₹5852 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	01 Dec 1995	20 Mar 1995
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive TRI	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	10%	27%
Expense Ratio	1.4	1.9
Manager	Pradeep Kesavan	V Srivatsa
ISIN Code	INF200K01107	INF789F01323
Exits Load	For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365	Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	4.94%	4.97%
6 Month	16.62%	21.14%
1 Year	25.15%	33.89%
3 Year	12.47%	18.53%
5 Year	16.13%	20.33%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-	-
1 Year	11.94%	14.27%
3 Year	25.31%	35.19%
5 Year	48.06%	67.97%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	15.69%	20.56%
3 Year	37.37%	52.22%
5 Year	51.97%	73.96%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.66%	9.01%
Sharp	0.65%	1.18%
Beta	0.94%	1.04%
Alpha	1.2%	6.3%

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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

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	27.68	31.49
Large Cap	51.52	42.71
Mid Cap	18.84	16.75
Small Cap	1.96	9.04

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	0.16	2.96
Petroleum Products	6.08	-
IT - Software	4.01	-
Construction	2.36	4.06
Healthcare Services	1	-
Non - Ferrous Metals	2.29	-
Banks	16.67	-
Realty	0.71	-
Financial	1.19	31.85
Cement & Cement Products	3	-
Transport Infrastructure	1.63	-
Telecom - Services	5.99	-
Capital Markets	0.52	-
Consumer Durables	0.3	-
Transport Services	4.55	-
Communication	0.48	2.94
Personal Products	0.99	-
Retailing	3.02	-
Industrial Products	1.83	-
Leisure Services	0.87	-
Finance	5.59	-
Chemicals & Petrochemicals	4.07	-
Pharmaceuticals & Biotechnology	3.37	-
Beverages	0.82	-
Energy	0.91	8.39
Textiles & Apparels	0.74	-
Insurance	1.21	0.45
Auto Components	3.31	-
Sovereign	-	16.5
Automobile	-	5.86
Technology	-	5.79
Materials	-	0.62
Healthcare	-	5.24
Metals & Mining	-	2.71
Consumer Staples	-	4.83
Chemicals	-	1.37
Textiles	-	1.9
Consumer Discretionary	-	0.71
Services	-	3.35
Capital Goods	-	0.46