UTI Conservative Hybrid Fund vs SBI Equity Savings 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 | 3.34% | 2.27% |
6 Month | -1.97% | -0.49% |
1 Year | 7.3% | 7.02% |
3 Year | 9.62% | 10.29% |
5 Year | 13.86% | 13.64% |
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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