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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) ₹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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