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Kotak Equity Savings Fund vs UTI Conservative Hybrid 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) | ₹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 | -1.01% | -0.91% |
| 6 Month | -3.92% | -1.3% |
| 1 Year | 4.73% | 5.38% |
| 3 Year | 10.11% | 10.22% |
| 5 Year | 11.2% | 11.94% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.99% | -1.04% |
| 1 Year | -3.15% | 0.75% |
| 3 Year | 8.94% | 9.43% |
| 5 Year | 9.9% | 10.27% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.74% | 10.67% |
| 3 Year | 8.81% | 10.51% |
| 5 Year | 8.68% | 10.63% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.035% | 4.671% |
| Sharp | 0.584% | 0.722% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Fund Manage | 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 | 33.25117 | 33.21166 |
| Large Cap | 49.67441 | 62.93043 |
| Small Cap | 7.96069 | - |
| Mid Cap | 9.11376 | 3.85789 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.97125 | 32.70011 |
| Communication Services | 9.32152 | 3.52983 |
| Energy | 4.4888 | 3.62941 |
| Technology | 3.53791 | 7.78747 |
| Consumer Cyclical | 11.11214 | 9.63045 |
| Healthcare | 1.04406 | 2.31095 |
| Consumer Defensive | 5.04428 | 2.02877 |
| Industrials | 5.06006 | 2.32005 |
| Financial Services | 14.57147 | 24.76181 |
| Basic Materials | 6.1844 | 8.42772 |
| Utilities | 6.35744 | 2.34363 |
| Real Estate | 0.3067 | 0.52978 |
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