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) ₹14336 Cr ₹12922 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 Aug 2004 27 Nov 2001
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 0.8 0.55
Manager Deepak Agrawal Dhaval Joshi
ISIN Code INF174K01FD6 INF209K01LZ1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Month 0.55% 0.62%
6 Month 3.56% 3.83%
1 Year 7.02% 7.47%
3 Year 5.75% 6.06%
5 Year 5.46% 6.07%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month - -
1 Year 3.21% 3.42%
3 Year 9.54% 10.14%
5 Year 14.73% 16.16%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 4.8% 5.37%
3 Year 11.87% 13.05%
5 Year 15.11% 16.55%

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 101.24 94.05

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 101.24 8.57
Sovereign - 1.89
Financial - 64.03
Construction - 6.65
Communication - 6.88
Consumer Staples - 5.52
Energy - 0.51

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