SBI Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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SBI Equity Hybrid Fund - Regular Plan -Growth

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UTI Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	0.53%	1.31%
6 Month	2.01%	3.3%
1 Year	11.88%	5.68%
3 Year	14.48%	16.95%
5 Year	13.64%	17.13%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	2.82%	4.06%
1 Year	13.55%	13.64%
3 Year	14.41%	14.13%
5 Year	13.13%	14.94%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	13.3%	13.57%
3 Year	12.36%	13.37%
5 Year	13.56%	12.21%

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%

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

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.98	30.26
Large Cap	58.7	46.19
Mid Cap	13.24	13.05
Small Cap	2.17	10.34

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.43	26.89
Petroleum Products	2.46	4.39
Industrial Products	2.16	0.28
IT - Software	3.9	8.04
Construction	2.53	3.75
Retailing	4.79	0.42
Consumer Durables	2.13	0.53
Healthcare Services	0.98	-
Non - Ferrous Metals	2.44	-
Banks	16.34	14.42
Realty	1.13	1.93
Cement & Cement Products	2.23	0.91
Transport Infrastructure	1.96	0.53
Transport Services	3.36	2.53
Personal Products	0.66	1.15
Beverages	0.8	-
Leisure Services	0.53	0.57
Finance	6.29	3.1
Chemicals & Petrochemicals	2.86	0.89
Pharmaceuticals & Biotechnology	2.89	4.25
Telecom - Services	4.03	3.46
Power	5.84	1.46
Ferrous Metals	0.24	-
Textiles & Apparels	0.59	1.49
Auto Components	3.52	-
Insurance	-	1.92
Automobiles	-	5.07
Diversified FMCG	-	2.95
-	-	0.78
Diversified Metals	-	2.09
Oil	-	0.6
Capital Markets	-	1.35
Other Consumer Services	-	0.97
Gas	-	0.47
Diversified	-	0.43
Consumable Fuels	-	0.7
Fertilizers & Agrochemicals	-	0.4
Entertainment	-	0.45
Paper, Forest & Jute Products	-	0.67