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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) | ₹5993 Cr | ₹746 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 | 0.46% | 0.77% |
| 6 Month | 1.55% | 3.35% |
| 1 Year | 3.59% | 6.65% |
| 3 Year | 10.97% | 10.57% |
| 5 Year | 10.11% | 10.71% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.44% | 3.24% |
| 1 Year | 8.56% | 10.55% |
| 3 Year | 9.64% | 9.91% |
| 5 Year | 9.71% | 10.14% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.68% | 8.46% |
| 3 Year | 9.42% | 10.61% |
| 5 Year | 8.88% | 11.14% |
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 | 0.99% | 1.09% |
| Beta | 0.94% | 0.99% |
| Alpha | 1.68% | 0.77% |
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 | 33.42 | 34.32 |
| Large Cap | 40.08 | 62.71 |
| Mid Cap | 11.47 | 2.97 |
| Small Cap | 15.03 | - |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.58 | 27.6 |
| Energy | 5.42 | 4.91 |
| Technology | 1.83 | 6.04 |
| Basic Materials | 11.6 | 9.7 |
| Healthcare | 2.46 | 2.11 |
| Industrials | 6.61 | 4.77 |
| Consumer Cyclical | 11.62 | 8.69 |
| Financial Services | 24.2 | 25.26 |
| Real Estate | 4.9 | 3.67 |
| Communication Services | 0.44 | 2.75 |
| Utilities | 1.01 | 2.5 |
| Consumer Defensive | 2.34 | 2 |
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