Canara Robeco 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 Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option

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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 Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
Fund Kotak Savings Fund -Growth Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹14336 Cr ₹501 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Aug 2004 10 Jul 2008
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I CRISIL Ultra Short Duration Fund BI Index
Turn Over 16.04% 81.00%
Expense Ratio 0.8 0.95
Manager Deepak Agrawal Avnish Jain
ISIN Code INF174K01FD6 INF760K01DC9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
1 Month 0.55% 0.56%
6 Month 3.56% 3.34%
1 Year 7.02% 6.59%
3 Year 5.75% 5.19%
5 Year 5.46% 4.76%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.21% 3.01%
3 Year 9.54% 8.81%
5 Year 14.73% 13.13%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
1 Year 4.8% 4.17%
3 Year 11.87% 10.51%
5 Year 15.11% 13.46%

Risk Management

Scheme Name Kotak Savings Fund -Growth Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
Standard Deviation 0.53% 0.54%
Sharp -0.1% -1.04%
Beta 1.14% 1.18%
Alpha 2.24% 1.8%

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Fund Managers

Scheme Name Kotak Savings Fund -Growth Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
Name Deepak Agrawal Avnish Jain
Total AUM ₹150749 Cr ₹15907 Cr
Fund Manage 14 11
Kotak Savings Fund -Growth Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Savings Fund -Growth

Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option

Others 101.24 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option

Others 101.24 5.07
Financial - 71.36
Consumer Staples - 5.91
Communication - 5.89
Energy - 11.77

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