- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Debt Hybrid vs UTI Conservative Hybrid Fund 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) | ₹3052 Cr | ₹1633 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 | -1.6% | -1.07% |
| 6 Month | -1.58% | -0.58% |
| 1 Year | 5.91% | 8.16% |
| 3 Year | 10.15% | 9.24% |
| 5 Year | 10.82% | 10.61% |
SIP Return Analysis
| Scheme Name | Kotak Debt Hybrid - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.95% | -1.14% |
| 1 Year | 0.73% | 2.86% |
| 3 Year | 9.32% | 9.23% |
| 5 Year | 9.79% | 9.55% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Debt Hybrid - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.07% | 9.83% |
| 3 Year | 8.61% | 9.34% |
| 5 Year | 8.7% | 9.33% |
Risk Management
| Scheme Name | Kotak Debt Hybrid - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.497% | 4.074% |
| Sharp | 0.672% | 0.531% |
| Beta | 1.244% | 1.146% |
| Alpha | 1.265% | 0.554% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Fund Manage | 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 | 77.53547 | 78.71087 |
| Large Cap | 16.91515 | 14.48388 |
| Small Cap | 3.41347 | 2.92194 |
| Mid Cap | 2.1359 | 3.88332 |
Sector Allocation
| Scheme Name |
Kotak Debt Hybrid - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.43472 | 78.71087 |
| Communication Services | 1.32588 | 1.3266 |
| Energy | 1.26913 | 1.22569 |
| Technology | 3.22522 | 2.48897 |
| Consumer Cyclical | 3.33243 | 2.5512 |
| Consumer Defensive | 2.23086 | 0.7494 |
| Financial Services | 6.27492 | 7.20468 |
| Healthcare | 1.0193 | 1.66703 |
| Basic Materials | 0.64005 | 2.10036 |
| Industrials | 1.36358 | 1.09981 |
| Utilities | 1.79337 | 0.55802 |
| Real Estate | 0.09053 | 0.31738 |
Top Comparisons
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.85%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns9.07%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns6.48%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.17%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns15.75%
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns15.51%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns8.37%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns11.5%
