Kotak Debt Hybrid vs UTI Conservative Hybrid Fund compare

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)	₹3106 Cr	₹1686 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

Trailing Lumpsum Returns

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	1.66%	0.55%
6 Month	4.24%	4.37%
1 Year	3.77%	4.25%
3 Year	10.75%	10.19%
5 Year	10.85%	10.43%

SIP Return Analysis

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	1.68%	1%
1 Year	7.21%	6.85%
3 Year	9.57%	9.46%
5 Year	9.65%	9.28%

Rolling Lumpsum Returns

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	8.96%	9.76%
3 Year	8.8%	9.39%
5 Year	8.8%	9.45%

Risk Management

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.57%	3.77%
Sharp	0.72%	0.76%
Beta	1.46%	1.21%
Alpha	-0.10%	0.06%

Fund Managers

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

Market Cap

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	77.83	76.84
Large Cap	17.04	15.77
Mid Cap	2.42	3.72
Small Cap	2.72	3.67

Sector Allocation

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	77.54	76.32
Communication Services	1.43	1.76
Energy	1.35	1.29
Technology	2.71	2.51
Consumer Cyclical	3.18	3.44
Healthcare	1.83	1.99
Financial Services	6.47	7.77
Basic Materials	0.82	1.96
Utilities	1.56	0.61
Consumer Defensive	1.6	0.57
Industrials	1.39	1.44
Real Estate	0.12	0.33

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