UTI Conservative Hybrid Fund vs Kotak Debt Hybrid compare

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Kotak Debt Hybrid - Growth

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Moderately High Risk
Asset Size (Cr)	₹3052 Cr	₹1633 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	1.66	1.81
Manager	Abhishek Bisen	Amit Kumar Premchandani
ISIN Code	INF174K01393	INF789F01893
Exits Load	Kotak Debt Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365	UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	-0.98%	-0.1%
6 Month	-0.81%	0.26%
1 Year	6.62%	8.95%
3 Year	9.34%	8.5%
5 Year	10.5%	10.18%

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	2.98%	5%
3 Year	9.95%	9.62%
5 Year	10.3%	9.95%

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.07%	9.83%
3 Year	8.61%	9.34%
5 Year	8.7%	9.33%

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.497%	4.074%
Sharp	0.672%	0.531%
Beta	1.244%	1.146%
Alpha	1.265%	0.554%

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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	75.95	76.58
Large Cap	17.32	14.97
Mid Cap	2.59	4.19
Small Cap	3.49	4.21

Scheme Name	Kotak Debt Hybrid - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	75.95	76.58
Telecom - Services	1.25	0.88
Petroleum Products	1.49	0.63
IT - Software	2.94	2.62
Personal Products	0.22	0.48
Banks	3.9	6.18
Retailing	0.42	0.56
Diversified FMCG	1.46	0.24
Healthcare Services	0.41	0.53
Cement & Cement Products	0.39	0.62
Electrical Equipment	0.17	0.1
Insurance	0.54	0.7
Construction	0.05	0.18
Industrial Manufacturing	0.65	-
Gas	0.8	0.2
Finance	1.19	0.35
Automobiles	2.46	1.1
Food Products	0.72	-
Auto Components	0.89	0.31
Consumer Durables	0.8	0.9
Leisure Services	0.21	0.16
Power	1.1	0.56
Agricultural, Commercial & Construction Vehicles	0.3	-
Realty	0.13	0.32
Beverages	0.91	-
Transport Services	-	0.37
Ferrous Metals	-	0.55
Textiles & Apparels	-	0.17
Non - Ferrous Metals	-	0.5
Pharmaceuticals & Biotechnology	-	1.78
Fertilizers & Agrochemicals	-	0.28
Entertainment	-	0.29
Agricultural Food & other Products	-	0.21
Industrial Products	-	0.19
Aerospace & Defense	-	0.24
Capital Markets	-	0.34
Consumable Fuels	-	0.37
Minerals & Mining	-	0.24
Transport Infrastructure	-	0.22