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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) | ₹79008 Cr | ₹6379 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 | 0.72% | 1.53% |
| 6 Month | 5.92% | 4.44% |
| 1 Year | 11.86% | 3.45% |
| 3 Year | 13.53% | 15.87% |
| 5 Year | 15.9% | 19.18% |
SIP Return Analysis
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.31% | 2.62% |
| 1 Year | 15.97% | 9.82% |
| 3 Year | 15.42% | 14.26% |
| 5 Year | 13.73% | 15.12% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.54% | 13.28% |
| 3 Year | 12.29% | 12.78% |
| 5 Year | 13.49% | 11.88% |
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 | 0.85% | 1.06% |
| Beta | 0.09% | 0.17% |
| Alpha | 6.94% | 8.99% |
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 | 33.27 | 32.42 |
| Large Cap | 45.66 | 45.39 |
| Mid Cap | 18.52 | 11.86 |
| Small Cap | 2.56 | 10.32 |
Sector Allocation
| Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 27.14 | 27.07 |
| Energy | 2.24 | 6.07 |
| Industrials | 9.7 | 6.73 |
| Technology | 3.83 | 7.76 |
| Consumer Cyclical | 7.4 | 7.47 |
| Basic Materials | 9.97 | 5.12 |
| Healthcare | 3.65 | 4.26 |
| Financial Services | 21.94 | 21.89 |
| Real Estate | 1.67 | 2.83 |
| Communication Services | 3.78 | 4.14 |
| Consumer Defensive | 3.51 | 5.07 |
| Utilities | 5.16 | 1.58 |
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