Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Conservative Hybrid Fund vs Kotak Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon Kotak Equity Savings Fund - Regular - Growth

Invest Now

tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

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) ₹8177 Cr ₹650 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 1.76 1.64
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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 2.84% 1.93%
6 Month -3.24% -0.85%
1 Year 5.48% 6.49%
3 Year 9.99% 9.9%
5 Year 13.55% 13.77%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month -0.83% 0.97%
1 Year 0.29% 3.65%
3 Year 10.11% 10.42%
5 Year 10.55% 10.85%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.74% 10.67%
3 Year 8.81% 10.51%
5 Year 8.68% 10.63%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 5.035% 4.5%
Sharp 0.584% 0.71%
Beta - 0.94%
Alpha - 1.61%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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
Funds Managed 33 3
Kotak Equity Savings Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 33.25 33.21
Large Cap 49.67 62.93
Small Cap 7.96 -
Mid Cap 9.11 3.86

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 32.97 32.7
Communication Services 9.32 3.53
Energy 4.49 3.63
Technology 3.54 7.79
Consumer Cyclical 11.11 9.63
Healthcare 1.04 2.31
Consumer Defensive 5.04 2.03
Industrials 5.06 2.32
Financial Services 14.57 24.76
Basic Materials 6.18 8.43
Utilities 6.36 2.34
Real Estate 0.31 0.53

Top Comparisons

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns8.86%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns8.86%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns17.36%

VS

Axis ELSS Tax Saver Fund - Regular Plan - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns8.59%

Compare Now

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns10.34%

VS

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns9.83%

Compare Now

FRANKLIN INDIA MONEY MARKET FUND-GROWTH FRANKLIN INDIA MONEY MARKET FUND-GROWTH

3Y Returns6.82%

VS

HDFC Money Market Fund - Growth Option HDFC Money Market Fund - Growth Option

3Y Returns6.9%

Compare Now
Add to Cart Successfully