UTI Conservative Hybrid Fund vs Kotak Debt Hybrid compare
Kotak Debt Hybrid - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Debt Hybrid - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.24% | 2.64% |
6 Month | -1.23% | -0.44% |
1 Year | 8.44% | 10.21% |
3 Year | 9.74% | 8.96% |
5 Year | 12.84% | 12.26% |
SIP Return Analysis
Scheme Name | Kotak Debt Hybrid - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.59% | 0.98% |
1 Year | 4.03% | 5.42% |
3 Year | 10.58% | 10.24% |
5 Year | 10.48% | 10.09% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Kotak Debt Hybrid - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.678% | 4.158% |
Sharp | 0.56% | 0.455% |
Beta | 1.294% | 1.159% |
Alpha | 1.38% | 0.778% |
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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 |
Funds Managed | 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 | 77.54 | 78.71 |
Large Cap | 16.92 | 14.48 |
Small Cap | 3.41 | 2.92 |
Mid Cap | 2.14 | 3.88 |
Sector Allocation
Scheme Name |
Kotak Debt Hybrid - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 77.43 | 78.71 |
Communication Services | 1.33 | 1.33 |
Energy | 1.27 | 1.23 |
Technology | 3.23 | 2.49 |
Consumer Cyclical | 3.33 | 2.55 |
Consumer Defensive | 2.23 | 0.75 |
Financial Services | 6.27 | 7.2 |
Healthcare | 1.02 | 1.67 |
Basic Materials | 0.64 | 2.1 |
Industrials | 1.36 | 1.1 |
Utilities | 1.79 | 0.56 |
Real Estate | 0.09 | 0.32 |
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