SBI Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund SBI Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹4866 Cr ₹382 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 May 2015 30 Aug 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI CRISIL Equity Saving
Turn Over 39% 387%
Expense Ratio 1.19 1.51
Manager Pradeep Kesavan V Srivatsa
ISIN Code INF200KA1DA4 INF789F1A744
Exits Load Exit load of 0.10% if redeemed within 15 days./365 For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -1.48% -1.48%
6 Month 5.68% 3.66%
1 Year 13.39% 12.82%
3 Year 9.56% 9.61%
5 Year 11.1% 10.93%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 12.45% 9.39%
3 Year 13.29% 12.07%
5 Year 12.52% 12.01%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.19% 10.77%
3 Year 8.81% 10.67%
5 Year 8.62% 10.46%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.73% 4.5%
Sharp 0.7% 0.69%
Beta 0.8% 0.92%
Alpha 2.09% 1.72%

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Fund Managers

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Pradeep Kesavan V Srivatsa
Total AUM ₹434274 Cr ₹7921 Cr
Fund Manage 43 3
SBI Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 26.22 33.57
Large Cap 35.85 63.15
Mid Cap 8.09 3.26
Small Cap 9.59 -

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 40.65 51.76
Services 1.62 0.97
Healthcare 3.2959746043559E-17 0.92
Financial 14.68 8.72
Consumer Staples -6.9388939039072E-17 1.34
Materials 2.35 1.07
Automobile 0.74 2.81
Energy 2.74 3.4
Technology -9.7144514654701E-17 2.33
Consumer Discretionary 2 -
Metals & Mining 1.08 0.88
Construction 2.55 1.08
Communication 2.95 1.5
Capital Goods 0.71 -
Sovereign 6.11 22.75
Textiles 1.57 -
Insurance - 0.45

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