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UTI Conservative Hybrid Fund vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹3097 Cr | ₹1690 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 | -0.02% | 0.43% |
| 6 Month | 1.87% | 2.5% |
| 1 Year | 4.48% | 5.61% |
| 3 Year | 9.94% | 9.72% |
| 5 Year | 10.51% | 10.12% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.17% | 1.31% |
| 1 Year | 5.76% | 6.86% |
| 3 Year | 8.96% | 9.34% |
| 5 Year | 9.3% | 9.22% |
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% | 3.79% |
| Sharp | 0.72% | 0.79% |
| Beta | 1.45% | 1.21% |
| Alpha | -0.28% | 0.02% |
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 | 77.79 | 76.17 |
| Large Cap | 17.01 | 16.5 |
| Mid Cap | 2.48 | 3.66 |
| Small Cap | 2.73 | 3.67 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.4 | 75.63 |
| Communication Services | 1.46 | 1.87 |
| Energy | 1.37 | 1.36 |
| Technology | 2.68 | 2.44 |
| Consumer Cyclical | 3.28 | 3.49 |
| Healthcare | 1.88 | 1.97 |
| Financial Services | 6.74 | 8.34 |
| Basic Materials | 0.77 | 1.64 |
| Utilities | 1.4 | 0.65 |
| Consumer Defensive | 1.54 | 0.55 |
| Industrials | 1.36 | 1.52 |
| Real Estate | 0.13 | 0.55 |
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