UTI Conservative Hybrid Fund vs SBI Equity Savings 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)	₹5705 Cr	₹650 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	1.42	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	2.48%	1.59%
6 Month	3.28%	4.49%
1 Year	9.19%	8.41%
3 Year	12.18%	12.36%
5 Year	14.37%	13.75%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	3.79%	3.55%
1 Year	7.47%	8.07%
3 Year	11.72%	11.38%
5 Year	11.03%	11.18%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.28%	10.67%
3 Year	9.03%	10.51%
5 Year	8.69%	10.63%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.73%	4.5%
Sharp	0.67%	0.99%
Beta	0.93%	0.93%
Alpha	0.67%	1.45%

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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	3.98	31.96
Large Cap	44.38	30.7
Mid Cap	7.94	1.01
Small Cap	15.61	-

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	-2.92	31.96
Telecom - Services	1.48	1.79
Petroleum Products	5.74	1.02
Electrical Equipment	0.26	-
IT - Software	1.43	2.56
Pharmaceuticals & Biotechnology	0.82	1.91
Cement & Cement Products	2.65	1.55
Construction	3.13	0.47
Ferrous Metals	0.55	0
Finance	3.12	1.93
Capital Markets	0.97	-
Banks	22.51	7.4
Retailing	0.58	-
Non - Ferrous Metals	1.74	0.26
Realty	3.85	0.54
Leisure Services	2.95	-
Consumer Durables	1.86	-
Aerospace & Defense	0.42	-
Fertilizers & Agrochemicals	0.9	-
Chemicals & Petrochemicals	1.22	-
Transport Infrastructure	4.33	-
Automobiles	3.26	4.52
Insurance	0.17	0.44
Gas	0.04	0.34
Transport Services	0.9	1.39
Industrial Products	1.11	-
Diversified Metals	0.05	1.02
Oil	0.1	0.88
Power	1.49	1.77
Textiles & Apparels	2.13	-
Household Products	0.31	-
Auto Components	2.47	-
Metals & Minerals Trading	0.09	-
Healthcare Services	1.94	-
Consumable Fuels	0.02	0.64
Minerals & Mining	0.1	0
Beverages	0.14	-
Personal Products	-	0
Diversified FMCG	-	1.28