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UTI Conservative Hybrid Fund vs Kotak Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.96% 0.42%
6 Month 0.49% 2.47%
1 Year 5.31% 6.54%
3 Year 12.23% 12.24%
5 Year 12.21% 12.77%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 3.84% 3.35%
1 Year 6.61% 7.49%
3 Year 11.28% 10.88%
5 Year 11.09% 10.89%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.61% 10.08%
3 Year 8.88% 10.5%
5 Year 8.73% 10.87%

Risk Management

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% 1.12%
Beta - 0.94%
Alpha - 1%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 33.25 31.68
Large Cap 49.67 29.9
Small Cap 7.96 -
Mid Cap 9.11 1.01

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 32.97 31.68
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 - 1.73
Petroleum Products - 1.51
IT - Software - 2.73
Personal Products - 0
Construction - 0.44
Ferrous Metals - 0
Diversified FMCG - 1.22
Non - Ferrous Metals - 0.23
Banks - 7.36
Cement & Cement Products - 1.51
Pharmaceuticals & Biotechnology - 1.89
Automobiles - 4.15
Insurance - 0.65
Diversified Metals - 0.91
Oil - 0.86
Realty - 0.3
Finance - 1.45
Consumable Fuels - 0.66
Minerals & Mining - 0
Transport Services - 1.41
Power - 1.9

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