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)	₹79008 Cr	₹6379 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	2.2%	2.15%
6 Month	7.27%	5.16%
1 Year	13.16%	4.5%
3 Year	13.93%	16.18%
5 Year	16.52%	19.63%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	3.31%	2.62%
1 Year	15.97%	9.82%
3 Year	15.42%	14.26%
5 Year	13.73%	15.12%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	13.54%	13.28%
3 Year	12.29%	12.78%
5 Year	13.49%	11.88%

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.66%	9.01%
Sharp	0.85%	1.06%
Beta	0.09%	0.17%
Alpha	6.94%	8.99%

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	28.43	31.3
Large Cap	57.34	45.7
Mid Cap	11.67	12.5
Small Cap	2.56	10.36

Scheme Name	SBI Equity Hybrid Fund - Regular Plan -Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	26.68	28.16
Petroleum Products	2.24	3.64
Industrial Products	1.38	0.34
IT - Software	3.83	7.17
Construction	2.39	3.34
Retailing	4.64	0.45
Consumer Durables	1.87	0.54
Healthcare Services	0.99	-
Non - Ferrous Metals	2.41	-
Banks	16.05	15.49
Realty	1.67	2.16
Cement & Cement Products	2.59	0.96
Transport Infrastructure	2.49	-
Transport Services	3.45	2.48
Personal Products	0.77	1.04
Beverages	0.87	-
Leisure Services	0.67	0.67
Finance	5.9	2.64
Chemicals & Petrochemicals	3.02	0.86
Pharmaceuticals & Biotechnology	2.66	4.99
Telecom - Services	3.78	3.18
Power	5.16	1.59
Ferrous Metals	0.25	-
Textiles & Apparels	0.66	1.53
Auto Components	3.58	-
Insurance	-	1.81
Automobiles	-	5.01
Diversified FMCG	-	2.92
-	-	0.8
Diversified Metals	-	2.06
Oil	-	0.9
Capital Markets	-	1.44
Other Consumer Services	-	0.8
Gas	-	0.22
Diversified	-	0.42
Consumable Fuels	-	0.7
Fertilizers & Agrochemicals	-	0.37
Entertainment	-	0.42
Paper, Forest & Jute Products	-	0.76