Kotak Debt Hybrid vs UTI Conservative Hybrid Fund compare

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Kotak Debt Hybrid - 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	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹3124 Cr	₹1710 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	02 Dec 2003	16 Dec 2003
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 85+15 Conservative TRI	NIFTY 50 Hybrid Composite Debt 15:85
Turn Over	492.24%	32%
Expense Ratio	1.66	1.81
Manager	Abhishek Bisen	Amit Kumar Premchandani
ISIN Code	INF174K01393	INF789F01893
Exits Load	Kotak Debt Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365	UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	0.46%	0.55%
6 Month	1.24%	1.82%
1 Year	3.76%	5.12%
3 Year	9.79%	9.45%
5 Year	9.76%	9.48%

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	1.37%	1.42%
1 Year	6.02%	6.97%
3 Year	8.69%	9.12%
5 Year	9.13%	9.1%

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	8.92%	9.67%
3 Year	8.89%	9.43%
5 Year	8.83%	9.47%

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.23%	4.21%
Sharp	0.89%	0.99%
Beta	0.97%	0.54%
Alpha	0.05%	0.83%

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name	Abhishek Bisen	Amit Kumar Premchandani
Total AUM	₹0 Cr	₹13572 Cr
Funds Managed	33	3
	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	77.31	75.62
Large Cap	15.91	16.07
Mid Cap	4.4	4.45
Small Cap	2.38	3.87

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	77.26	75.62
Telecom - Services	1.53	1.11
Petroleum Products	1.48	1.01
IT - Software	2.36	2.39
Retailing	0.5	0.75
Healthcare Services	0.96	0.64
Banks	5.6	7.08
Pharmaceuticals & Biotechnology	1.06	1.33
Cement & Cement Products	0.36	0.3
Insurance	0.27	0.64
Construction	0.05	0.23
Gas	0.39	0.23
Finance	0.85	0.39
Diversified FMCG	0.3	-
Automobiles	2.63	1.97
Food Products	0.57	-
Consumer Durables	0.61	0.82
Fertilizers & Agrochemicals	0.11	0.23
Transport Services	0.45	0.33
Power	0.88	0.42
Agricultural, Commercial & Construction Vehicles	0.39	-
Leisure Services	0.14	0.27
Realty	0.13	0.54
Industrial Manufacturing	0.37	-
Beverages	0.75	-
Personal Products	-	0.55
Textiles & Apparels	-	0.11
Non - Ferrous Metals	-	0.51
Electrical Equipment	-	0.04
Ferrous Metals	-	0.34
Consumer Services	-	0.17
Entertainment	-	0.25
Industrial Products	-	0.21
Aerospace & Defense	-	0.29
Capital Markets	-	0.24
Consumable Fuels	-	0.35
Auto Components	-	0.26
Paper, Forest & Jute Products	-	0.21
Transport Infrastructure	-	0.18