SBI Equity Savings Fund vs UTI Conservative Hybrid Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹5586 Cr | ₹707 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 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.4% | 0.37% |
6 Month | 5.63% | 4.51% |
1 Year | 6.87% | 4.93% |
3 Year | 12.53% | 11.77% |
5 Year | 12.56% | 12.18% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.49% | 2.74% |
1 Year | 10.73% | 7.03% |
3 Year | 12.07% | 10.38% |
5 Year | 11.19% | 10.57% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.73% | 4.5% |
Sharp | 1.33% | 1.44% |
Beta | 0.86% | 0.94% |
Alpha | 2.09% | 0.98% |
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Fund Managers
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 |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.23 | 35.27 |
Large Cap | 37.88 | 61.69 |
Mid Cap | 11.26 | 3.04 |
Small Cap | 16.63 | - |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 28.14 | 33.75 |
Energy | 6.25 | 5.35 |
Technology | 0.02 | 7.2 |
Healthcare | 2.36 | 2.11 |
Basic Materials | 7.38 | 8.7 |
Industrials | 7.86 | 2.84 |
Consumer Cyclical | 12.28 | 7.83 |
Financial Services | 25.73 | 25.04 |
Real Estate | 6.22 | - |
Communication Services | 1.14 | 3.52 |
Utilities | 1.61 | 2.4 |
Consumer Defensive | 1.01 | 1.27 |
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