- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Ultra Short Term Fund vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
HDFC Ultra Short Term Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹13151 Cr | ₹14735 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 13 Aug 2004 | 25 Sep 2018 |
| 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% | 26% |
| Expense Ratio | 0.82 | 0.69 |
| Manager | Deepak Agrawal | Anil Bamboli |
| ISIN Code | INF174K01FD6 | INF179KB11R3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 1 Month | 0.96% | 0.94% |
| 6 Month | 3.75% | 3.82% |
| 1 Year | 7.38% | 7.57% |
| 3 Year | 6.59% | 6.74% |
| 5 Year | 5.6% | 5.85% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 6 Month | 2.01% | 2.04% |
| 1 Year | 7.59% | 7.75% |
| 3 Year | 7.14% | 7.32% |
| 5 Year | 6.25% | 6.42% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 1 Year | 7.46% | 6.54% |
| 3 Year | 7.42% | 5.15% |
| 5 Year | 7.8% | 5.77% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.53% | 0.437% |
| Sharp | -0.1% | -0.089% |
| Beta | 1.14% | 3.082% |
| Alpha | 2.24% | -0.638% |
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 | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Anil Bamboli |
| Total AUM | ₹150749 Cr | ₹135442 Cr |
| Funds Managed | 14 | 12 |
| Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.17%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.17%
SBI NIFTY Index Fund - Regular Plan - Growth
3Y Returns12.23%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns19.8%
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
3Y Returns19.39%
Invesco India Financial Services Fund - Retail Growth
3Y Returns19.87%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.72%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.78%
