UTI Conservative Hybrid Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹8254 Cr | ₹687 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 | 1.6% | 1.37% |
6 Month | 2.98% | 4.12% |
1 Year | 5.9% | 6.42% |
3 Year | 12.61% | 12.41% |
5 Year | 12.03% | 12.5% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.53% | 3.6% |
1 Year | 7.78% | 8.26% |
3 Year | 11.57% | 11.1% |
5 Year | 11.25% | 11.04% |
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 | 5.17% | 4.5% |
Sharp | 0.91% | 1.12% |
Beta | - | 0.94% |
Alpha | - | 1% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 29.44 | 32.26 |
Large Cap | 54.3 | 30.39 |
Small Cap | 6.37 | - |
Mid Cap | 9.89 | 0.59 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 28.92 | 32.26 |
Communication Services | 11.83 | - |
Energy | 5.9 | - |
Technology | 3.51 | - |
Consumer Cyclical | 12.01 | - |
Healthcare | 0.94 | - |
Consumer Defensive | 3.97 | - |
Industrials | 6.2 | - |
Basic Materials | 6.32 | - |
Financial Services | 14.8 | - |
Real Estate | 0.64 | - |
Utilities | 4.96 | - |
Telecom - Services | - | 1.5 |
Petroleum Products | - | 2.63 |
IT - Software | - | 3.27 |
Personal Products | - | 0 |
Construction | - | 0.64 |
Ferrous Metals | - | 0 |
Diversified FMCG | - | 1.18 |
Non - Ferrous Metals | - | 0.23 |
Banks | - | 6.6 |
Cement & Cement Products | - | 1.28 |
Pharmaceuticals & Biotechnology | - | 1.81 |
Automobiles | - | 4.04 |
Insurance | - | 1.12 |
Diversified Metals | - | 1.03 |
Oil | - | 0.68 |
Finance | - | 1.22 |
Consumable Fuels | - | 0.67 |
Minerals & Mining | - | -0.01 |
Transport Services | - | 1.24 |
Power | - | 1.85 |
Top Comparisons
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns25.62%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns33.21%
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns7.25%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns7.21%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.77%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.84%