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)	₹2543 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	1.7	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	1.66%	1.4%
6 Month	8.28%	9.2%
1 Year	18.22%	16.44%
3 Year	11.07%	10.25%
5 Year	12.33%	10.38%

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	7.86%	6.96%
3 Year	19.33%	16.61%
5 Year	34.35%	29.93%

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	11.24%	10.02%
3 Year	26.95%	24.28%
5 Year	35.71%	31.94%

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	75.14
Large Cap	18.59	16.28
Mid Cap	2.4	3.92
Small Cap	3.73	4.67

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	0.24	3.75
Telecom - Services	1.02	-
Petroleum Products	1.79	-
IT - Software	1.57	-
Personal Products	0.47	-
Financial	6.54	44.03
Banks	4.25	-
Diversified FMCG	1.72	-
Healthcare Services	0.37	-
Cement and Cement Products	0.51	-
Insurance	0.77	0.7
Construction	0.05	2.22
Industrial Manufacturing	0.86	-
Gas	1.08	-
Finance	1.6	-
Automobiles	3.1	-
Food Products	0.72	-
Entertainment	0.22	-
Auto Components	1.26	-
Consumer Durables	0.64	-
Leisure Services	0.25	-
Power	1.26	-
Agricultural, Commercial and Constr	0.32	-
Realty	0.17	-
Beverages	0.82	-
Sovereign	-	30.82
Energy	-	1.74
Technology	-	2.33
Consumer Staples	-	0.9
Metals & Mining	-	1.38
Healthcare	-	2.34
Automobile	-	1.97
Materials	-	1.12
Chemicals	-	0.32
Services	-	1.3
Consumer Discretionary	-	0.98
Capital Goods	-	2.74
Textiles	-	0.35
Communication	-	1.02