Kotak Savings Fund vs Aditya Birla Sun Life Savings Fund compare

Link copied to clipboard!

tortoise-icon Kotak Savings Fund -Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Fund Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹12520 Cr ₹12922 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 Aug 2004 27 Nov 2001
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 0.8 0.55
Manager Deepak Agrawal Dhaval Joshi
ISIN Code INF174K01FD6 INF209K01LZ1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Month 0.6% 0.62%
6 Month 3.53% 3.83%
1 Year 7.18% 7.47%
3 Year 5.96% 6.06%
5 Year 5.46% 6.07%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month - -
1 Year 3.21% 3.42%
3 Year 9.54% 10.14%
5 Year 14.73% 16.16%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 7.5% 7.56%
3 Year 7.42% 7.78%
5 Year 7.84% 8.27%

Risk Management

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Standard Deviation 0.53% 0.54%
Sharp -0.1% 0.64%
Beta 1.14% 1.14%
Alpha 2.24% 2.62%

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 Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Name Deepak Agrawal Dhaval Joshi
Total AUM ₹150749 Cr ₹361932 Cr
Fund Manage 14 55
Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Market Cap

Scheme Name

Kotak Savings Fund -Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 101.24 94.05

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 101.24 8.57
Sovereign - 1.89
Financial - 64.03
Construction - 6.65
Communication - 6.88
Consumer Staples - 5.52
Energy - 0.51

Top Comparisons

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns15.97%

VS

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns22.69%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns27.41%

VS

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns27.16%

Compare Now

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns25.98%

VS

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns13.39%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns13.39%

Compare Now
Request call back
Add to Cart Successfully