UTI Conservative Hybrid Fund vs Kotak Debt Hybrid compare

UTI Conservative Hybrid Fund vs Kotak Debt Hybrid compare

Link copied to clipboard!

Kotak Debt Hybrid - Growth

Invest Now

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3108 Cr	₹1703 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	-0.6%	-0.72%
6 Month	0.28%	0.1%
1 Year	4.65%	5.73%
3 Year	9.64%	9.25%
5 Year	9.08%	8.69%

SIP Return Analysis

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	0.47%	0.23%
1 Year	3.77%	3.69%
3 Year	7.6%	7.84%
5 Year	8.53%	8.39%

Rolling Lumpsum Returns

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	8.88%	9.63%
3 Year	8.93%	9.43%
5 Year	8.85%	9.46%

Risk Management

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.23%	4.21%
Sharp	0.9%	0.95%
Beta	0.99%	0.55%
Alpha	0.41%	0.71%

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	78.14	75.92
Large Cap	16.25	16.42
Mid Cap	2.91	4.04
Small Cap	2.7	3.61

Sector Allocation

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	76.75	75.42
Communication Services	1.58	1.85
Energy	1.57	1.41
Technology	2.27	2.5
Consumer Cyclical	3.17	3.41
Healthcare	1.93	1.99
Financial Services	6.73	8.71
Basic Materials	0.8	1.03
Real Estate	0.97	0.64
Utilities	1.02	0.61
Consumer Defensive	1.54	0.8
Industrials	1.67	1.63

Top Comparisons

Mirae Asset Midcap Fund - Regular Plan-Growth Option

3Y Returns19.32%

VS

Quant Mid Cap Fund-Growth

3Y Returns11.96%

Compare Now

UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns6.69%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns5.61%

Compare Now

ICICI Prudential Savings Fund - Growth

3Y Returns7.67%

VS

Nippon India Low Duration Fund- Growth Plan - Growth Option

3Y Returns7.02%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns17.15%

VS

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

3Y Returns12.84%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully