UTI Conservative Hybrid Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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% |
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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 |
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