Aditya Birla Sun Life Savings Fund vs Kotak Savings Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

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Chart Comparison

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

Overview

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Fund Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹12502 Cr ₹15098 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 13 Aug 2004 17 Apr 2003
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I NIFTY Ultra Short Duration Debt Index B-I
Turn Over 16.04% 24%
Expense Ratio 0.81 0.56
Manager Deepak Agrawal Dhaval Joshi
ISIN Code INF174K01FD6 INF209K01LZ1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Month 0.55% 0.6%
6 Month 3.44% 3.82%
1 Year 7.2% 7.82%
3 Year 6.19% 6.61%
5 Year 5.49% 6.12%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month - -
1 Year 6.89% 7.58%
3 Year 6.75% 7.25%
5 Year 5.95% 6.47%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 7.51% 7.51%
3 Year 7.42% 7.76%
5 Year 7.83% 8.19%

Risk Management

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Standard Deviation 0.53% 0.54%
Sharp -0.1% 0.64%
Beta 1.14% 1.14%
Alpha 2.24% 2.62%

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Fund Managers

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Name Deepak Agrawal Dhaval Joshi
Total AUM ₹150749 Cr ₹361932 Cr
Fund Manage 14 55
Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Market Cap

Scheme Name

Kotak Savings Fund -Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 99.01 100.05

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 99.01 100.05

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