Kotak Low Duration Fund vs UTI Low Duration Fund compare

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tortoise-icon Kotak Low Duration Fund- Regular Plan-Growth Option

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tortoise-icon UTI Low Duration Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
Fund Kotak Low Duration Fund- Regular Plan-Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹10178 Cr ₹2428 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Mar 2008 21 Mar 2003
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index B-I CRISIL Low Duration Fund AI Index
Turn Over 1777.06% 252.27%
Expense Ratio 1.17 0.44
Manager Deepak Agrawal Anurag Mittal
ISIN Code INF178L01202 INF789F01OT9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
1 Month 0.5% 0.64%
6 Month 3.58% 3.72%
1 Year 6.88% 7.34%
3 Year 5.46% 7.56%
5 Year 5.86% 7.05%

SIP Return Analysis

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.15% 3.31%
3 Year 9.23% 10.35%
5 Year 14.89% 18.52%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
1 Year 5.15% 6.31%
3 Year 12.07% 15.32%
5 Year 15.31% 18.89%

Risk Management

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
Standard Deviation 0.69% 2.54%
Sharp -0.36% 0.72%
Beta 1.37% -0.18%
Alpha 2.5% 1.48%

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Fund Managers

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
Name Deepak Agrawal Anurag Mittal
Total AUM ₹150749 Cr ₹35669 Cr
Fund Manage 14 7
Kotak Low Duration Fund- Regular Plan-Growth Option UTI Low Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

UTI Low Duration Fund - Regular Plan - Growth Option

Others 98.4 100

Sector Allocation

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

UTI Low Duration Fund - Regular Plan - Growth Option

Others 98.4 7.86
Sovereign - 1.18
Financial - 85.05
Communication - 3.87
Consumer Staples - 2.04

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