Kotak Liquid Regular Plan Growth vs Invesco India Liquid Fund compare

Link copied to clipboard!

tortoise-icon Kotak Liquid Regular Plan Growth

Invest Now

tortoise-icon Kotak Liquid Regular Plan Growth

Invest Now

tortoise-icon Invesco India Liquid Fund - Bonus Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth Invesco India Liquid Fund - Bonus Option
Fund Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth Invesco India Liquid Fund - Bonus Option
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Low to Moderate
Asset Size (Cr) ₹34548 Cr ₹34548 Cr ₹8799 Cr
Min Investment ₹100 ₹100 ₹1000
Min SIP Invesment ₹100 ₹100 ₹500
Min Addl Investment ₹100 ₹100 ₹1000
Launch Date 04 Nov 2003 04 Nov 2003 18 Jun 2013
Category Liquid Liquid Liquid
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Liquid Index B-I NIFTY Liquid Index B-I NIFTY Liquid Index A-I
Turn Over 45% 146% 69%
Expense Ratio 0.31 0.31 0.22
Manager Deepak Agrawal Deepak Agrawal Krishna Venkat Cheemalapati
ISIN Code INF174K01NI9 INF174K01NI9 INF205K01UX5
Exits Load Kotak Liquid Fund - Regular Plan - Growth charges 0.006999999999999999% of sell value; if fund sold before 1 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0045000000000000005% if fund sold before 6 days. There are no other charges./365 Kotak Liquid Fund - Regular Plan - Growth charges 0.006999999999999999% of sell value; if fund sold before 1 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0045000000000000005% if fund sold before 6 days. There are no other charges./365 Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth Invesco India Liquid Fund - Bonus Option
1 Month 0.54% 0.54% 0.55%
6 Month 3.51% 3.51% 3.57%
1 Year 7.32% 7.32% 7.43%
3 Year 6.3% 6.3% 6.4%
5 Year 5.25% 5.25% 5.32%

SIP Return Analysis

Scheme Name Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth Invesco India Liquid Fund - Bonus Option
6 Month - - -
1 Year 7.1% 7.1% 7.21%
3 Year 6.88% 6.88% 6.98%
5 Year 5.98% 5.98% 6.07%

Rolling Lumpsum Returns

Scheme Name Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth Invesco India Liquid Fund - Bonus Option
1 Year 7.14% 7.14% 6.81%
3 Year 7.08% 7.08% 5.9%
5 Year 7.37% 7.37% 5.41%

Risk Management

Scheme Name Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth Invesco India Liquid Fund - Bonus Option
Standard Deviation 0.48% 0.48% 0.48%
Sharp 0.19% 0.19% 0.3%
Beta 0.98% 0.98% 0.97%
Alpha 2.05% 2.05% 2.09%

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 Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth Invesco India Liquid Fund - Bonus Option
Name Deepak Agrawal Deepak Agrawal Krishna Venkat Cheemalapati
Total AUM ₹150749 Cr ₹150749 Cr ₹24743 Cr
Fund Manage 14 14 19
Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth Invesco India Liquid Fund - Bonus Option

Market Cap

Scheme Name

Kotak Liquid Regular Plan Growth

Kotak Liquid Regular Plan Growth

Invesco India Liquid Fund - Bonus Option

Others 100 100 100

Sector Allocation

Scheme Name

Kotak Liquid Regular Plan Growth

Kotak Liquid Regular Plan Growth

Invesco India Liquid Fund - Bonus Option

Others 100 100 100

Top Comparisons

DSP Banking & Financial Services Fund - Reg (G) DSP Banking & Financial Services Fund - Reg (G)

3Y Returns0%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns17.73%

Compare Now

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns11.5%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns8.69%

Compare Now

SBI Short Term Debt Fund - Regular Plan -Growth SBI Short Term Debt Fund - Regular Plan -Growth

3Y Returns5.86%

VS

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns5.54%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns22.13%

VS

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns15.81%

Compare Now
Request call back
Add to Cart Successfully