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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 | 3.01% | 1.93% |
| 6 Month | -2.5% | -0.85% |
| 1 Year | 6.27% | 6.49% |
| 3 Year | 9.09% | 9.9% |
| 5 Year | 14.19% | 13.77% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.21% | 0.97% |
| 1 Year | 0.67% | 3.65% |
| 3 Year | 9.93% | 10.42% |
| 5 Year | 10.25% | 10.85% |
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 | 0.39% | 0.71% |
| Beta | 0.89% | 0.94% |
| Alpha | 0.52% | 1.61% |
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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 | 33.63 | 33.21 |
| Large Cap | 39.99 | 62.93 |
| Small Cap | 19.15 | - |
| Mid Cap | 7.23 | 3.86 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.78 | 32.7 |
| Communication Services | 1.86 | 3.53 |
| Energy | 4.51 | 3.63 |
| Industrials | 8.21 | 2.32 |
| Technology | 0.85 | 7.79 |
| Basic Materials | 6.84 | 8.43 |
| Consumer Cyclical | 14.43 | 9.63 |
| Healthcare | 3.71 | 2.31 |
| Consumer Defensive | 0.26 | 2.03 |
| Financial Services | 23.99 | 24.76 |
| Utilities | 1.65 | 2.34 |
| Real Estate | 0.91 | 0.53 |
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