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Kotak Low Duration Fund vs UTI Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
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 | Moderate |
| Asset Size (Cr) | ₹11883 Cr | ₹3348 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 06 Mar 2008 | 23 Apr 2007 |
| 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 | 0.46 |
| Manager | Deepak Agrawal | Anurag Mittal |
| ISIN Code | INF178L01202 | INF789F01OT9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.25% | 1.27% |
| 6 Month | 3.89% | 4.08% |
| 1 Year | 7.7% | 8.12% |
| 3 Year | 6.54% | 6.98% |
| 5 Year | 5.98% | 7.22% |
SIP Return Analysis
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.15% | 2.3% |
| 1 Year | 8% | 8.5% |
| 3 Year | 7.26% | 7.67% |
| 5 Year | 6.29% | 7.32% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.31% | 8.13% |
| 3 Year | 7.82% | 7.37% |
| 5 Year | 8.05% | 7.96% |
Risk Management
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.632% | 0.514% |
| Sharp | -0.653% | 0.295% |
| Beta | 4.447% | 3.65% |
| Alpha | -1.208% | -0.618% |
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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 |
| Funds Managed | 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 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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