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) ₹12502 Cr ₹6081 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 13 Aug 2004 10 Sep 2018
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% 0.0%
Expense Ratio 0.81 1.17
Manager Deepak Agrawal Aditya Pagaria
ISIN Code INF174K01FD6 INF846K01G23
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Duration Fund - Regular Plan Growth
1 Month 0.53% 0.51%
6 Month 3.43% 3.34%
1 Year 7.24% 7.02%
3 Year 6.13% 5.86%
5 Year 5.48% 5.19%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Duration Fund - Regular Plan Growth
6 Month - -
1 Year 7.02% 6.8%
3 Year 6.73% 6.5%
5 Year 5.92% 5.69%

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 99.01 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

Axis Ultra Short Duration Fund - Regular Plan Growth

Others 99.01 100

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