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) | ₹7804 Cr | ₹613 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 | 1.77 | 1.65 |
| 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 |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.35% | 0.2% |
| 6 Month | 3.4% | 2.58% |
| 1 Year | 12.85% | 10.13% |
| 3 Year | 11.59% | 10.58% |
| 5 Year | 11.11% | 11.02% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.66% | 6.78% |
| 3 Year | 13.17% | 11.49% |
| 5 Year | 12.48% | 11.67% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.66% | 10.77% |
| 3 Year | 8.72% | 10.67% |
| 5 Year | 8.63% | 10.46% |
| 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% | 0.76% |
| Beta | 0.7% | 0.92% |
| Alpha | 3.58% | 1.71% |
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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 | 31.03 | 33.86 |
| Large Cap | 24.13 | 23.09 |
| Mid Cap | 6.24 | 0.68 |
| Small Cap | 8.75 | 0.17 |
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.03 | 33.86 |
| Telecom - Services | 0.79 | 1.22 |
| Petroleum Products | 1.32 | 0.43 |
| IT - Software | 4.02 | 3.22 |
| Pharmaceuticals & Biotechnology | 0 | 1.45 |
| Cement & Cement Products | -0.01 | 0.87 |
| Personal Products | 0.9 | 0 |
| Construction | 0.95 | 0.41 |
| Ferrous Metals | 0 | -0.01 |
| Finance | 1.88 | 1.1 |
| Banks | 5.45 | 6.31 |
| Retailing | 2.51 | - |
| Diversified FMCG | 2.33 | 1.26 |
| Non - Ferrous Metals | -0.01 | 0.18 |
| Leisure Services | 1.32 | - |
| Aerospace & Defense | -0.01 | - |
| Chemicals & Petrochemicals | 0.74 | - |
| Realty | -0.01 | 0.2 |
| Insurance | 1 | 1 |
| Automobiles | 6.26 | 2.12 |
| Gas | 1.71 | 0.66 |
| Consumer Durables | 1.5 | - |
| Diversified Metals | -0.0099999999999998 | 0.8 |
| Oil | -0.01 | 0.38 |
| Power | 2.03 | 1.45 |
| Electrical Equipment | 0.14 | - |
| Metals & Minerals Trading | -0.01 | - |
| Entertainment | 0.47 | - |
| Healthcare Services | 0.21 | - |
| Capital Markets | 1.2 | - |
| Minerals & Mining | 0 | -0.01 |
| Fertilizers & Agrochemicals | 0 | - |
| Transport Services | 0.45 | 0.8 |
| Transport Infrastructure | -0.02 | - |
| Auto Components | 0.46 | - |
| Beverages | 1.11 | - |
| Industrial Manufacturing | 0.46 | - |
| Consumable Fuels | - | 0.1 |
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