Kotak Debt Hybrid vs UTI Conservative Hybrid Fund compare

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)	₹2757 Cr	₹1617 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	1.68	1.8
Manager	Abhishek Bisen	Amit Kumar Premchandani
ISIN Code	INF174K01393	INF789F01893
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365	Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	-1.51%	-1.34%
6 Month	5.25%	6.44%
1 Year	14.66%	14.08%
3 Year	9.08%	8.13%
5 Year	11.23%	9.86%

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	12.01%	13.01%
3 Year	12.39%	11.53%
5 Year	11.88%	11.15%

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.01%	9.74%
3 Year	8.53%	9.39%
5 Year	8.65%	9.27%

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.23%	4.21%
Sharp	0.92%	0.83%
Beta	0.77%	0.78%
Alpha	2.87%	2.48%

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

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	74.58	75.65
Large Cap	18.59	15.44
Mid Cap	2.4	4.51
Small Cap	3.73	4.37

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	0.24	75.65
Telecom - Services	1.02	0.92
Petroleum Products	1.79	0.59
IT - Software	1.57	2.74
Personal Products	0.47	0.45
Financial	6.54	-
Banks	4.25	6.22
Diversified FMCG	1.72	0.25
Healthcare Services	0.37	0.53
Cement and Cement Products	0.51	-
Insurance	0.77	0.77
Construction	0.05	0.24
Industrial Manufacturing	0.86	-
Gas	1.08	0.26
Finance	1.6	0.39
Automobiles	3.1	1.27
Food Products	0.72	-
Entertainment	0.22	0.3
Auto Components	1.26	0.37
Consumer Durables	0.64	1.02
Leisure Services	0.25	0.03
Power	1.26	0.54
Agricultural, Commercial and Constr	0.32	-
Realty	0.17	0.38
Beverages	0.82	-
Cement & Cement Products	-	0.64
Transport Services	-	0.34
Ferrous Metals	-	0.59
Textiles & Apparels	-	0.22
Non - Ferrous Metals	-	0.54
Pharmaceuticals & Biotechnology	-	1.85
Electrical Equipment	-	0.16
Fertilizers & Agrochemicals	-	0.28
Agricultural Food & other Products	-	0.24
Industrial Products	-	0.21
Aerospace & Defense	-	0.24
Capital Markets	-	0.32
Consumable Fuels	-	0.4
Minerals & Mining	-	0.16
Retailing	-	0.63
Transport Infrastructure	-	0.23