SBI Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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SBI Equity Savings Fund - Regular Plan - Growth

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderate
Asset Size (Cr)	₹5431 Cr	₹687 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	27 May 2015	30 Aug 2018
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	CRISIL Equity Saving
Turn Over	39%	387%
Expense Ratio	1.43	1.64
Manager	Pradeep Kesavan	V Srivatsa
ISIN Code	INF200KA1DA4	INF789F1A744
Exits Load	SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365	UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	1.84%	1.37%
6 Month	3.74%	4.12%
1 Year	7.16%	6.42%
3 Year	13.17%	12.41%
5 Year	12.87%	12.5%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	5.78%	3.6%
1 Year	10.89%	8.26%
3 Year	12.4%	11.1%
5 Year	11.4%	11.04%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.05%	10.08%
3 Year	9.13%	10.5%
5 Year	8.74%	10.87%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.73%	4.5%
Sharp	0.94%	1.12%
Beta	0.91%	0.94%
Alpha	1.22%	1%

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Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name	Pradeep Kesavan	V Srivatsa
Total AUM	₹434274 Cr	₹7921 Cr
Funds Managed	43	3
	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	10.52	32.26
Large Cap	39.14	30.39
Mid Cap	10.17	0.59
Small Cap	16.53	-

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	3.25	32.26
Petroleum Products	5.95	2.63
IT - Software	1.18	3.27
Pharmaceuticals & Biotechnology	0.17	1.81
Cement & Cement Products	2.1	1.28
Construction	3.36	0.64
Ferrous Metals	0.57	0
Finance	3.49	1.22
Capital Markets	1.04	-
Banks	20.24	6.6
Retailing	0.52	-
Non - Ferrous Metals	1.3	0.23
Realty	4.32	-
Leisure Services	3.1	-
Consumer Durables	2.68	-
Aerospace & Defense	0.52	-
Fertilizers & Agrochemicals	1.05	-
Chemicals & Petrochemicals	1.26	-
Transport Infrastructure	4.49	-
Automobiles	1.86	4.04
Telecom - Services	1.49	1.5
Insurance	0.08	1.12
Gas	0.05	-
Transport Services	1.07	1.24
Industrial Products	1.34	-
Oil	0.05	0.68
Power	1.54	1.85
Electrical Equipment	0.16	-
Personal Products	0.9	0
Textiles & Apparels	2.33	-
Auto Components	3.28	-
Metals & Minerals Trading	0.1	-
Consumable Fuels	0.02	0.67
Minerals & Mining	0.1	-0.01
Beverages	0.16	-
Healthcare Services	1.24	-
Diversified FMCG	-	1.18
Diversified Metals	-	1.03