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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) | ₹3124 Cr | ₹1710 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 | 0.46% | 0.55% |
| 6 Month | 1.24% | 1.82% |
| 1 Year | 3.76% | 5.12% |
| 3 Year | 9.79% | 9.45% |
| 5 Year | 9.76% | 9.48% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.37% | 1.42% |
| 1 Year | 6.02% | 6.97% |
| 3 Year | 8.69% | 9.12% |
| 5 Year | 9.13% | 9.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.92% | 9.67% |
| 3 Year | 8.89% | 9.43% |
| 5 Year | 8.83% | 9.47% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.23% | 4.21% |
| Sharp | 0.86% | 0.95% |
| Beta | 1% | 0.55% |
| Alpha | 0.22% | 0.88% |
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 | 78 | 75.89 |
| Large Cap | 16.59 | 16.48 |
| Mid Cap | 2.66 | 3.97 |
| Small Cap | 2.74 | 3.66 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.5 | 75.38 |
| Communication Services | 1.57 | 1.87 |
| Energy | 1.51 | 1.38 |
| Technology | 2.15 | 2.53 |
| Consumer Cyclical | 3.21 | 3.42 |
| Healthcare | 2.12 | 2.02 |
| Financial Services | 6.73 | 8.71 |
| Basic Materials | 0.8 | 1.04 |
| Utilities | 1.24 | 0.63 |
| Consumer Defensive | 1.61 | 0.8 |
| Industrials | 1.43 | 1.61 |
| Real Estate | 0.13 | 0.62 |
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