UTI Conservative Hybrid Fund vs SBI Equity Savings 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) ₹5616 Cr ₹613 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 1.19 1.65
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 -1.83% -0.26%
6 Month 1.58% 0.54%
1 Year 8.78% 8.23%
3 Year 9.3% 9.81%
5 Year 10.6% 10.8%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.02% 4.85%
3 Year 11.49% 10.75%
5 Year 11.44% 11.2%

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 0.59% 0.63%
Beta 0.81% 0.92%
Alpha 1.92% 1.86%

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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 -7.3 33.86
Large Cap 37.02 23.09
Small Cap 20.78 0.17
Mid Cap 13.35 0.68

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others -7.3 33.86
Telecom - Services 1.69 1.22
Petroleum Products 2.35 0.43
Electrical Equipment 0.45 -
IT - Software 1.83 3.22
Pharmaceuticals & Biotechnology 1.38 1.45
Industrial Manufacturing 0.6 -
Cement & Cement Products 0.91 0.87
Personal Products 0.09 0
Construction 1.81 0.41
Ferrous Metals 0.64 -0.01
Finance 5.11 1.1
Capital Markets 0.98 -
Banks 19.06 6.31
Retailing 0.99 -
Non - Ferrous Metals 2.78 0.18
Realty 1.94 0.2
Leisure Services 1.81 -
Consumer Durables 2.76 -
Aerospace & Defense 0.65 -
Fertilizers & Agrochemicals 0.86 -
Chemicals & Petrochemicals 1.48 -
Transport Infrastructure 4.99 -
Automobiles 3.02 2.12
Transport Services 1.24 0.8
Insurance 0.1 1
Gas 1 0.66
Diversified FMCG 0.04 1.26
Industrial Products 1.72 -
Diversified Metals 0.05 0.8
Oil 0.11 0.38
Food Products 0.09 -
Power 0.91 1.45
Household Products 0.91 -
Auto Components 2.79 -
Financial Technology (Fintech) 0.61 -
Metals & Minerals Trading 0.16 -
Healthcare Services 0.97 -
Consumable Fuels 0.17 0.1
Minerals & Mining 0.13 -0.01
Textiles & Apparels 1.83 -
Beverages 0.14 -

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