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) ₹9372 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 0.59% 0.56%
6 Month 3.76% 3.93%
1 Year 7.32% 7.75%
3 Year 5.79% 6.24%
5 Year 5.85% 7.07%

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 7.41% 7.71%
3 Year 6.68% 7.06%
5 Year 5.94% 7.09%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
1 Year 7.3% 8.25%
3 Year 7.83% 7.42%
5 Year 8.07% 7.96%

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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