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HSBC Ultra Short Duration Fund vs Kotak Savings Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon HSBC Ultra Short Duration Fund - Regular 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 HSBC Ultra Short Duration Fund - Regular Growth
Fund Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹13151 Cr ₹2625 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 13 Aug 2004 29 Jan 2020
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 AI Index
Turn Over 16.04% 54%
Expense Ratio 0.82 0.47
Manager Deepak Agrawal Jalpan Shah
ISIN Code INF174K01FD6 INF336L01OW1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Month 1.03% 1.02%
6 Month 3.72% 3.83%
1 Year 7.33% 7.55%
3 Year 6.58% 6.77%
5 Year 5.63% 5.71%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
6 Month 2.02% 2.08%
1 Year 7.61% 7.84%
3 Year 7.14% 7.35%
5 Year 6.25% 6.42%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Year 7.46% 4.95%
3 Year 7.42% 5.14%
5 Year 7.8% 5.57%

Risk Management

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.53% 0.456%
Sharp -0.1% -0.027%
Beta 1.14% 2.978%
Alpha 2.24% -0.586%

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Fund Managers

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
Name Deepak Agrawal Jalpan Shah
Total AUM ₹150749 Cr ₹16521 Cr
Funds Managed 14 6
Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

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