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	2.19%	1.32%
6 Month	4.68%	-1.34%
1 Year	11.39%	7.92%
3 Year	16.74%	19.85%
5 Year	18.11%	22.21%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	7.76%	5.24%
1 Year	15.06%	5.62%
3 Year	16.31%	16.75%
5 Year	14.74%	17.17%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	13.74%	13.56%
3 Year	12.21%	12.62%
5 Year	13.41%	11.76%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.66%	9.01%
Sharp	0.88%	1.15%
Beta	0.99%	1.05%
Alpha	1.12%	3.88%

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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	29.98	31.3
Large Cap	48.28	44.79
Mid Cap	19.46	13.35
Small Cap	2.56	10.46

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	28.09	31.3
Petroleum Products	2.66	2.98
Industrial Products	1.52	0.28
IT - Software	5.24	6.07
Construction	2.26	1.77
Retailing	2.77	0.24
Healthcare Services	1.17	-
Non - Ferrous Metals	2.11	-
Banks	16.65	17.16
Realty	0.74	1.28
Cement & Cement Products	3.09	0.33
Transport Infrastructure	2.55	-
Telecom - Services	5.22	4.27
Consumer Durables	0.14	0.65
Transport Services	3.18	2.69
Automobiles	0.6	3.93
Personal Products	0.83	1.25
Beverages	1.11	-
Leisure Services	0.7	0.62
Finance	5.18	2.7
Chemicals & Petrochemicals	4.45	0.72
Pharmaceuticals & Biotechnology	3.41	3.99
Auto Components	3.61	0.66
Power	1.37	1.72
Textiles & Apparels	0.79	1.53
Insurance	0.84	1.91
Diversified FMCG	-	3.02
Fertilizers & Agrochemicals	-	0.81
Diversified Metals	-	1.93
Oil	-	2.28
Capital Markets	-	1.35
Other Consumer Services	-	0.65
Minerals & Mining	-	0.71
Entertainment	-	0.44
Paper, Forest & Jute Products	-	0.66