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 | -0.49% | -1.41% |
6 Month | 11.06% | 7.01% |
1 Year | 9.71% | 1.97% |
3 Year | 13.64% | 16.12% |
5 Year | 16.24% | 19.45% |
SIP Return Analysis
Scheme Name | SBI Equity Hybrid Fund - Regular Plan -Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 2.98% | 1.49% |
1 Year | 11.09% | 2.55% |
3 Year | 14.6% | 14.23% |
5 Year | 13.56% | 15.43% |
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 | 29.78 | 34.61 |
Large Cap | 47.71 | 43 |
Mid Cap | 19.91 | 11.98 |
Small Cap | 2.6 | 10.41 |
Sector Allocation
Scheme Name |
SBI Equity Hybrid Fund - Regular Plan -Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 26.21 | 30.99 |
Energy | 2.32 | 4.93 |
Industrials | 8.93 | 5.43 |
Technology | 4.47 | 6.89 |
Consumer Cyclical | 7.63 | 6.45 |
Basic Materials | 10.23 | 4.75 |
Healthcare | 4.26 | 4.94 |
Financial Services | 24.53 | 23.12 |
Real Estate | 1.67 | 1.74 |
Communication Services | 4.98 | 4.56 |
Consumer Defensive | 3.54 | 4.54 |
Utilities | 1.23 | 1.64 |
Top Comparisons
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns13.57%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns20.15%
Bandhan Aggressive Hybrid Fund - Growth
3Y Returns15.07%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns13.09%
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
3Y Returns12.54%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns16.25%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns13.52%
LIC MF Equity Hybrid Fund-Growth
3Y Returns12.78%