UTI Conservative Hybrid Fund vs Kotak Debt Hybrid compare

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tortoise-icon Kotak Debt Hybrid - Growth

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tortoise-icon 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 Moderately High
Asset Size (Cr) ₹2999 Cr ₹1645 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

Trailing Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 1.08% 0.72%
6 Month 3.7% 4.37%
1 Year 12.08% 12.1%
3 Year 9.75% 8.73%
5 Year 11.47% 9.97%

SIP Return Analysis

Scheme Name Kotak Debt Hybrid - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 9.46% 10.02%
3 Year 11.99% 10.98%
5 Year 11.6% 10.84%

Rolling Lumpsum Returns

Scheme Name Kotak Debt Hybrid - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.01% 9.74%
3 Year 8.53% 9.39%
5 Year 8.65% 9.27%

Risk Management

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%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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