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)	₹71143 Cr	₹5956 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	2.78%	2.88%
6 Month	4.32%	-1.22%
1 Year	11.63%	10.5%
3 Year	12.65%	16.99%
5 Year	17.68%	22.38%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	4.68%	1.58%
1 Year	8.57%	1.24%
3 Year	15.23%	16.79%
5 Year	14.43%	17.57%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	14%	13.82%
3 Year	12.23%	12.4%
5 Year	13.38%	11.66%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.66%	9.01%
Sharp	0.41%	0.76%
Beta	0.99%	1.05%
Alpha	0.97%	4.53%

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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	32.96	34.57
Large Cap	46.26	42.47
Mid Cap	18.21	13.21
Small Cap	2.57	9.75

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	32.96	32.58
Energy	3.1	3.43
Industrials	8.5	4.42
Technology	5.94	6.73
Consumer Cyclical	5.35	8.28
Healthcare	4.57	4.02
Basic Materials	8.73	6.04
Financial Services	21.17	22.79
Consumer Defensive	3.69	4.69
Communication Services	4.7	4.5
Utilities	1.27	1.57
Real Estate	-	0.94