- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
INVESCO INDIA ULTRA SHORT DURATION FUND vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹13151 Cr | ₹1391 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Aug 2004 | 30 Dec 2010 |
| 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% | 24% |
| Expense Ratio | 0.82 | 0.79 |
| Manager | Deepak Agrawal | Krishna Venkat Cheemalapati |
| ISIN Code | INF174K01FD6 | INF205K01TM0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Month | 0.73% | 0.72% |
| 6 Month | 3.52% | 3.63% |
| 1 Year | 7.2% | 7.28% |
| 3 Year | 6.45% | 6.41% |
| 5 Year | 5.57% | 5.38% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 6 Month | 2.09% | 2.17% |
| 1 Year | 7.2% | 7.39% |
| 3 Year | 7% | 7.1% |
| 5 Year | 6.15% | 6.11% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Year | 7.46% | 7.48% |
| 3 Year | 7.42% | 7.59% |
| 5 Year | 7.8% | 7.64% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Standard Deviation | 0.53% | 0.503% |
| Sharp | -0.1% | -0.612% |
| Beta | 1.14% | 3.759% |
| Alpha | 2.24% | -0.962% |
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 | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Name | Deepak Agrawal | Krishna Venkat Cheemalapati |
| Total AUM | ₹150749 Cr | ₹24743 Cr |
| Funds Managed | 14 | 19 |
| Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns8.46%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns11.09%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns18.49%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns14%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns27.2%
HSBC Infrastructure Fund - Regular Growth
3Y Returns21.53%
Nippon India Gilt Securities Fund -Growth Plan - Growth Option
3Y Returns6.83%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns7.09%
