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 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

Trailing Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month -4.47% -3.84%
6 Month 6.53% 11.62%
1 Year 24.28% 33.47%
3 Year 10.52% 16.12%
5 Year 14.08% 19.2%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name SBI Equity Hybrid Fund - Regular Plan -Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 13.89% 13.44%
3 Year 12.29% 12.24%
5 Year 13.38% 11.57%

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 0.63% 1.12%
Beta 0.33% 0.2%
Alpha 1.99% 8.55%

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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 27.68 31.49
Large Cap 51.52 42.71
Mid Cap 18.84 16.75
Small Cap 1.96 9.04

Sector Allocation

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

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