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SBI Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare
SBI Equity Hybrid Fund - Regular Plan -Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹82958 Cr | ₹6718 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 Jan 2005 | 25 Mar 2000 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 10% | 27% |
| Expense Ratio | 1.4 | 1.89 |
| Manager | Pradeep Kesavan | V Srivatsa |
| ISIN Code | INF200K01107 | INF789F01323 |
| Exits Load | SBI Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.51% | 0.41% |
| 6 Month | 4.07% | 4.36% |
| 1 Year | 11.1% | 4.8% |
| 3 Year | 14% | 16.26% |
| 5 Year | 13.7% | 17.17% |
SIP Return Analysis
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.96% | 2.21% |
| 1 Year | 11.26% | 10.17% |
| 3 Year | 14.22% | 13.82% |
| 5 Year | 13.16% | 14.91% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.33% | 13.65% |
| 3 Year | 12.35% | 13.36% |
| 5 Year | 13.56% | 12.19% |
Risk Management
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.66% | 9.01% |
| Sharp | 0.89% | 1.04% |
| Beta | 1.06% | 1.11% |
| Alpha | 1.84% | 3.43% |
Fund Managers
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | V Srivatsa |
| Total AUM | ₹434274 Cr | ₹7921 Cr |
| Funds Managed | 43 | 3 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 32.08 | 32.56 |
| Large Cap | 47.03 | 45.25 |
| Mid Cap | 18.73 | 11.84 |
| Small Cap | 2.16 | 10.35 |
Sector Allocation
| Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 25.77 | 27.04 |
| Energy | 2.46 | 6.16 |
| Industrials | 10.01 | 6.73 |
| Technology | 3.9 | 8.04 |
| Consumer Cyclical | 6.76 | 7.64 |
| Basic Materials | 9.74 | 4.97 |
| Healthcare | 4.69 | 4.25 |
| Financial Services | 22.63 | 21.59 |
| Real Estate | 1.13 | 2.71 |
| Consumer Defensive | 3.05 | 5.07 |
| Communication Services | 4.03 | 4.33 |
| Utilities | 5.84 | 1.46 |
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