Axis Ultra Short Term Fund vs Kotak Savings Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon Axis Ultra Short Duration Fund - Regular Plan Growth

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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 Axis Ultra Short Duration Fund - Regular Plan Growth
Fund Kotak Savings Fund -Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹12520 Cr ₹4594 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 01 Aug 2004 09 May 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I NIFTY Ultra Short Duration Debt Index B-I
Turn Over 16.04% 0.0%
Expense Ratio 0.8 1.16
Manager Deepak Agrawal Aditya Pagaria
ISIN Code INF174K01FD6 INF846K01G23
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Duration Fund - Regular Plan Growth
1 Month 0.62% 0.6%
6 Month 3.6% 3.51%
1 Year 7.21% 7.03%
3 Year 6.02% 5.75%
5 Year 5.46% 5.18%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Duration Fund - Regular Plan Growth
6 Month - -
1 Year 7.11% 6.91%
3 Year 6.69% 6.44%
5 Year 5.87% 5.63%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Duration Fund - Regular Plan Growth
1 Year 7.51% 5.74%
3 Year 7.42% 4.6%
5 Year 7.83% 5.3%

Risk Management

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Standard Deviation 0.53% 0.53%
Sharp -0.1% -0.59%
Beta 1.14% 1.17%
Alpha 2.24% 2.03%

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Fund Managers

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Name Deepak Agrawal Aditya Pagaria
Total AUM ₹150749 Cr ₹0 Cr
Fund Manage 14 15
Kotak Savings Fund -Growth Axis Ultra Short Duration Fund - Regular Plan Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

Axis Ultra Short Duration Fund - Regular Plan Growth

Others 101.24 100.03

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

Axis Ultra Short Duration Fund - Regular Plan Growth

Others 101.24 100.03

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