Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Ultra Short Term Fund vs Kotak Savings Fund compare

Link copied to clipboard!

tortoise-icon Kotak Savings Fund -Growth

Invest Now

tortoise-icon HDFC Ultra Short Term Fund - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 0.73% 0.72%
6 Month 3.52% 3.62%
1 Year 7.2% 7.42%
3 Year 6.45% 6.6%
5 Year 5.57% 5.82%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
6 Month 2.09% 2.15%
1 Year 7.2% 7.41%
3 Year 7% 7.19%
5 Year 6.15% 6.33%

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-icons

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

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

3Y Returns16.44%

VS

BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

3Y Returns11.36%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns7.1%

VS

Nippon India Low Duration Fund- Growth Plan - Growth Option Nippon India Low Duration Fund- Growth Plan - Growth Option

3Y Returns6.39%

Compare Now

Tata Equity PE Fund Regular Plan -(Growth Option) Tata Equity PE Fund Regular Plan -(Growth Option)

3Y Returns17.34%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns18.74%

Compare Now

Nippon India Multi Cap Fund-Growth Plan-Bonus Option Nippon India Multi Cap Fund-Growth Plan-Bonus Option

3Y Returns25.99%

VS

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

Compare Now
Add to Cart Successfully