Kotak Equity Savings Fund vs UTI Conservative Hybrid Fund compare
Kotak Equity Savings Fund - Regular - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹8177 Cr | ₹650 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 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 | 1.76 | 1.64 |
Manager | Abhishek Bisen | V Srivatsa |
ISIN Code | INF174K01C78 | INF789F1A744 |
Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.57% | 2.79% |
6 Month | 2.34% | 3.74% |
1 Year | 8% | 8.76% |
3 Year | 11.8% | 12.2% |
5 Year | 12.92% | 13.46% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.85% | 1.95% |
1 Year | 1.48% | 4.83% |
3 Year | 9.97% | 10.31% |
5 Year | 10.32% | 10.57% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.74% | 10.67% |
3 Year | 8.81% | 10.51% |
5 Year | 8.68% | 10.63% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.035% | 4.5% |
Sharp | 0.584% | 0.99% |
Beta | - | 0.93% |
Alpha | - | 1.45% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Funds Managed | 33 | 3 |
Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.25 | 31.96 |
Large Cap | 49.67 | 30.7 |
Small Cap | 7.96 | - |
Mid Cap | 9.11 | 1.01 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.97 | 31.96 |
Communication Services | 9.32 | - |
Energy | 4.49 | - |
Technology | 3.54 | - |
Consumer Cyclical | 11.11 | - |
Healthcare | 1.04 | - |
Consumer Defensive | 5.04 | - |
Industrials | 5.06 | - |
Financial Services | 14.57 | - |
Basic Materials | 6.18 | - |
Utilities | 6.36 | - |
Real Estate | 0.31 | - |
Telecom - Services | - | 1.79 |
Petroleum Products | - | 1.02 |
IT - Software | - | 2.56 |
Personal Products | - | 0 |
Construction | - | 0.47 |
Ferrous Metals | - | 0 |
Diversified FMCG | - | 1.28 |
Non - Ferrous Metals | - | 0.26 |
Banks | - | 7.4 |
Cement & Cement Products | - | 1.55 |
Pharmaceuticals & Biotechnology | - | 1.91 |
Automobiles | - | 4.52 |
Insurance | - | 0.44 |
Gas | - | 0.34 |
Diversified Metals | - | 1.02 |
Oil | - | 0.88 |
Realty | - | 0.54 |
Finance | - | 1.93 |
Consumable Fuels | - | 0.64 |
Minerals & Mining | - | 0 |
Transport Services | - | 1.39 |
Power | - | 1.77 |
Top Comparisons
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns9.17%
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
3Y Returns8.54%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns26.36%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns22.04%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns8.17%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns12.2%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns14.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns14.51%