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) | ₹3130 Cr | ₹1707 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 | -1.18% | -0.75% |
6 Month | 4.08% | 4.87% |
1 Year | 3.54% | 5.53% |
3 Year | 10.03% | 9.61% |
5 Year | 10.83% | 10.81% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.6% | 1.26% |
1 Year | 3.43% | 5.51% |
3 Year | 9.16% | 9.64% |
5 Year | 9.46% | 9.46% |
Rolling Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.01% | 9.82% |
3 Year | 8.76% | 9.37% |
5 Year | 8.76% | 9.43% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.47% | 3.74% |
Sharp | 0.88% | 0.89% |
Beta | 1.37% | 1.17% |
Alpha | 0.33% | 0.30% |
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 | 78.35 | 76.67 |
Large Cap | 16.38 | 15.89 |
Mid Cap | 2.56 | 3.8 |
Small Cap | 2.71 | 3.64 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 78.08 | 76.27 |
Communication Services | 1.43 | 1.67 |
Energy | 1.55 | 1.32 |
Technology | 2.62 | 2.42 |
Consumer Cyclical | 2.67 | 3.31 |
Healthcare | 1.85 | 2.01 |
Financial Services | 6.42 | 8.02 |
Basic Materials | 0.81 | 1.99 |
Utilities | 1.55 | 0.62 |
Consumer Defensive | 1.42 | 0.58 |
Industrials | 1.48 | 1.46 |
Real Estate | 0.12 | 0.32 |
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