Kotak Equity Savings Fund vs UTI Conservative Hybrid Fund compare

Kotak Equity Savings Fund - Regular - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Overview

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund	Kotak Equity Savings Fund - Regular - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderate
Asset Size (Cr)	₹6052 Cr	₹382 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Oct 2014	30 Aug 2018
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	CRISIL Equity Saving
Turn Over	492.24%	387%
Expense Ratio	1.81	1.51
Manager	Abhishek Bisen	V Srivatsa
ISIN Code	INF174K01C78	INF789F1A744
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365	For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	1.43%	1.72%
6 Month	9.71%	7.88%
1 Year	21.04%	15.8%
3 Year	13%	11.15%
5 Year	12.28%	11.74%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	9.08%	7.36%
3 Year	22.75%	20.43%
5 Year	37.57%	36.16%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	11.35%	11.45%
3 Year	28.85%	28.46%
5 Year	38.62%	37.42%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	3.82%	4.5%
Sharp	1.46%	0.9%
Beta	0.7%	0.91%
Alpha	3.58%	2.11%

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Scheme Name	Kotak Equity Savings Fund - Regular - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name	Abhishek Bisen	V Srivatsa
Total AUM	₹0 Cr	₹7921 Cr
Fund Manage	33	3
	Kotak Equity Savings Fund - Regular - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	32.25	33.57
Large Cap	26.45	63.15
Mid Cap	3.01	3.26
Small Cap	6.32	-

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	30.39	51.76
Telecom - Services	0.92	-
Petroleum Products	1.48	-
IT - Software	1.69	-
Pharmaceuticals & Biotechnology	0.53	-
Cement & Cement Products	-0.01	-
Personal Products	0.79	-
Construction	1.13	1.08
Ferrous Metals	0.44	-
Finance	1.79	-
Banks	9.25	-
Diversified FMCG	2.31	-
Non - Ferrous Metals	-0.01	-
Leisure Services	0.7	-
Aerospace & Defense	0	-
Realty	0	-
Insurance	1.68	0.45
Automobiles	4.32	-
Gas	1.05	-
Consumer Durables	1.43	-
Diversified Metals	-0.01	-
Oil	-0.01	-
Power	2.1	-
Entertainment	0.57	-
Metals & Minerals Trading	-0.01	-
Healthcare Services	0.24	-
Minerals & Mining	0	-
Fertilizers & Agrochemicals	0	-
Transport Services	0	-
Beverages	1.32	-
Transport Infrastructure	-0.02	-
Retailing	1.16	-
Capital Markets	1.13	-
Auto Components	0.94	-
Industrial Manufacturing	0.74	-
Materials	-	1.07
Consumer Staples	-	1.34
Healthcare	-	0.92
Energy	-	3.4
Technology	-	2.33
Automobile	-	2.81
Financial	-	8.72
Metals & Mining	-	0.88
Sovereign	-	22.75
Communication	-	1.5
Services	-	0.97