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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) | ₹77794 Cr | ₹6422 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 | -2.22% | -2.39% |
| 6 Month | 9.46% | 5.29% |
| 1 Year | 8.68% | 2.13% |
| 3 Year | 13.21% | 16% |
| 5 Year | 15.99% | 19.51% |
SIP Return Analysis
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.04% | 2.26% |
| 1 Year | 9.81% | 1.96% |
| 3 Year | 14.13% | 14.05% |
| 5 Year | 13.27% | 15.33% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.63% | 13.42% |
| 3 Year | 12.25% | 12.7% |
| 5 Year | 13.46% | 11.82% |
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 | 0.94% | 1.15% |
| Beta | 0.07% | 0.13% |
| Alpha | 7.58% | 9.74% |
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 | 29.9 | 32.8 |
| Large Cap | 48.21 | 43.77 |
| Mid Cap | 19.32 | 12.5 |
| Small Cap | 2.57 | 10.93 |
Sector Allocation
| Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 26.22 | 30.22 |
| Energy | 2.48 | 5.48 |
| Industrials | 8.96 | 5.28 |
| Technology | 4.81 | 6.99 |
| Consumer Cyclical | 7.36 | 7.09 |
| Basic Materials | 10.66 | 5.01 |
| Healthcare | 4.34 | 4.59 |
| Financial Services | 24.49 | 23.28 |
| Real Estate | 0.71 | 0.77 |
| Communication Services | 5.25 | 5.1 |
| Consumer Defensive | 3.5 | 4.5 |
| Utilities | 1.23 | 1.68 |
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