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
| 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) | ₹6052 Cr | ₹382 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 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 | 1.81 | 1.51 |
| Manager | Abhishek Bisen | V Srivatsa |
| ISIN Code | INF174K01C78 | INF789F1A744 |
| Exits Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365 |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.43% | 1.39% |
| 6 Month | 9.71% | 6.47% |
| 1 Year | 21.04% | 15.97% |
| 3 Year | 13% | 10.95% |
| 5 Year | 12.28% | 11.7% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.08% | 7.36% |
| 3 Year | 22.75% | 20.43% |
| 5 Year | 37.57% | 36.16% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.35% | 11.45% |
| 3 Year | 28.85% | 28.46% |
| 5 Year | 38.62% | 37.42% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.82% | 4.5% |
| Sharp | 1.46% | 1.05% |
| Beta | 0.7% | 0.88% |
| Alpha | 3.58% | 1.96% |
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| 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 |
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.25 | 33.57 |
| Large Cap | 26.45 | 63.15 |
| Small Cap | 6.32 | - |
| Mid Cap | 3.01 | 3.26 |
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.39 | 51.76 |
| Banks | 9.25 | - |
| Transport Infrastructure | -0.02 | - |
| Telecom - Services | 0.92 | - |
| Automobiles | 4.32 | - |
| Petroleum Products | 1.48 | - |
| Diversified FMCG | 2.31 | - |
| Power | 2.1 | - |
| Finance | 1.79 | - |
| Cement & Cement Products | -0.01 | - |
| Insurance | 1.68 | 0.45 |
| Diversified Metals | -0.01 | - |
| Consumer Durables | 1.43 | - |
| Oil | -0.01 | - |
| Retailing | 1.16 | - |
| Capital Markets | 1.13 | - |
| Construction | 1.13 | 1.08 |
| Beverages | 1.32 | - |
| IT - Software | 1.69 | - |
| Metals & Minerals Trading | -0.01 | - |
| Auto Components | 0.94 | - |
| Personal Products | 0.79 | - |
| Industrial Manufacturing | 0.74 | - |
| Gas | 1.05 | - |
| Ferrous Metals | 0.44 | - |
| Pharmaceuticals & Biotechnology | 0.53 | - |
| Entertainment | 0.57 | - |
| Leisure Services | 0.7 | - |
| Realty | 0 | - |
| Minerals & Mining | 0 | - |
| Non - Ferrous Metals | -0.01 | - |
| Healthcare Services | 0.24 | - |
| Fertilizers & Agrochemicals | 0 | - |
| Aerospace & Defense | 0 | - |
| Transport Services | 0 | - |
| Sovereign | - | 22.75 |
| Technology | - | 2.33 |
| Materials | - | 1.07 |
| Financial | - | 8.72 |
| Automobile | - | 2.81 |
| Energy | - | 3.4 |
| Metals & Mining | - | 0.88 |
| Consumer Staples | - | 1.34 |
| Communication | - | 1.5 |
| Services | - | 0.97 |
| Healthcare | - | 0.92 |
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