Axis Ultra Short Term Fund vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
Axis Ultra Short Duration Fund - Regular Plan Growth
Chart Comparison
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) | ₹13151 Cr | ₹5681 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 | 0.82 | 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 | 0.93% | 0.91% |
6 Month | 3.78% | 3.65% |
1 Year | 7.37% | 7.15% |
3 Year | 6.6% | 6.35% |
5 Year | 5.6% | 5.34% |
SIP Return Analysis
Scheme Name | Kotak Savings Fund -Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
6 Month | 2.01% | 1.95% |
1 Year | 7.59% | 7.37% |
3 Year | 7.14% | 6.92% |
5 Year | 6.25% | 6.03% |
Rolling Lumpsum Returns
Scheme Name | Kotak Savings Fund -Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
1 Year | 7.46% | 5.91% |
3 Year | 7.42% | 4.7% |
5 Year | 7.8% | 5.27% |
Risk Management
Scheme Name | Kotak Savings Fund -Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 0.53% | 0.427% |
Sharp | -0.1% | -1.49% |
Beta | 1.14% | 3.029% |
Alpha | 2.24% | -1.001% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Savings Fund -Growth |
Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns17.38%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns17.53%
Kotak Gilt-Investment Regular-Growth
3Y Returns8%
Kotak Gilt-Investment Regular-Growth
3Y Returns8%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
3Y Returns10.31%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns24.44%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.7%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.25%