SBI Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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)	₹77256 Cr	₹6302 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	1.98%	2.09%
6 Month	12.61%	10.59%
1 Year	6.68%	-0.44%
3 Year	13.72%	16.37%
5 Year	16.5%	19.74%

SIP Return Analysis

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	2.65%	1.86%
1 Year	13.64%	6.48%
3 Year	14.93%	14.51%
5 Year	13.59%	15.39%

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	0.78%	0.95%
Beta	0.07%	0.13%
Alpha	6.39%	8.31%

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	28.73	34.61
Large Cap	49.07	43.3
Mid Cap	19.48	11.75
Small Cap	2.73	10.33

Sector Allocation

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	24.18	30.14
Energy	2.28	4.66
Industrials	9.83	5.24
Technology	4.45	7.37
Consumer Cyclical	7.58	7.27
Basic Materials	10.21	4.84
Healthcare	3.98	4.83
Financial Services	24.05	22.17
Real Estate	1.66	2.67
Communication Services	4.9	4.39
Consumer Defensive	3.68	4.84
Utilities	3.19	1.58

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