SBI Equity Savings Fund vs UTI Conservative Hybrid Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹5705 Cr | ₹650 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 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 | 1.42 | 1.64 |
Manager | Pradeep Kesavan | V Srivatsa |
ISIN Code | INF200KA1DA4 | INF789F1A744 |
Exits Load | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.11% | 2.04% |
6 Month | -0.63% | 2.03% |
1 Year | 8.22% | 8.74% |
3 Year | 9.68% | 10.79% |
5 Year | 13.36% | 13.39% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.44% | 2.3% |
1 Year | 4.01% | 5.77% |
3 Year | 10.8% | 10.92% |
5 Year | 10.64% | 11.03% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.28% | 10.67% |
3 Year | 9.03% | 10.51% |
5 Year | 8.69% | 10.63% |
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 | 0.33% | 0.58% |
Beta | 0.91% | 0.93% |
Alpha | 0.71% | 1.5% |
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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 |
Funds Managed | 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 | 34.27 | 33.21 |
Large Cap | 42.02 | 62.93 |
Small Cap | 16.55 | - |
Mid Cap | 7.16 | 3.86 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.39 | 32.7 |
Communication Services | 1.48 | 3.53 |
Energy | 4.29 | 3.63 |
Industrials | 6.66 | 2.32 |
Technology | 1.6 | 7.79 |
Consumer Cyclical | 12.41 | 9.63 |
Healthcare | 3.39 | 2.31 |
Basic Materials | 7.46 | 8.43 |
Consumer Defensive | 0.13 | 2.03 |
Financial Services | 27.03 | 24.76 |
Utilities | 1.36 | 2.34 |
Real Estate | 0.8 | 0.53 |
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