Kotak Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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Kotak Equity Savings Fund - Regular - 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 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

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%

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%

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%

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%

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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
Funds Managed	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	33.25	31.96
Large Cap	49.67	30.7
Small Cap	7.96	-
Mid Cap	9.11	1.01

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