UTI Conservative Hybrid Fund vs SBI Equity Savings 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) | ₹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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
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 | 0.67% | 0.99% |
Beta | 0.93% | 0.93% |
Alpha | 0.67% | 1.45% |
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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 | 3.98 | 31.96 |
Large Cap | 44.38 | 30.7 |
Mid Cap | 7.94 | 1.01 |
Small Cap | 15.61 | - |
Sector Allocation
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 |
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