Kotak Savings Fund vs HDFC Ultra Short Term Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon HDFC Ultra Short Term Fund - Growth Option

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Chart Comparison

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

Overview

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
Fund Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹12502 Cr ₹14802 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 13 Aug 2004 25 Sep 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I CRISIL Ultra Short Duration Fund BI Index
Turn Over 16.04% 26%
Expense Ratio 0.81 0.69
Manager Deepak Agrawal Anil Bamboli
ISIN Code INF174K01FD6 INF179KB11R3
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
1 Month 0.55% 0.59%
6 Month 3.44% 3.54%
1 Year 7.2% 7.43%
3 Year 6.19% 6.33%
5 Year 5.49% 5.76%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
6 Month - -
1 Year 6.89% 7.11%
3 Year 6.75% 6.92%
5 Year 5.95% 6.13%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
1 Year 7.51% 6.42%
3 Year 7.42% 5.09%
5 Year 7.83% 5.78%

Risk Management

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
Standard Deviation 0.53% 0.54%
Sharp -0.1% 0.11%
Beta 1.14% 1.18%
Alpha 2.24% 2.43%

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Fund Managers

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
Name Deepak Agrawal Anil Bamboli
Total AUM ₹150749 Cr ₹135442 Cr
Fund Manage 14 12
Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option

Market Cap

Scheme Name

Kotak Savings Fund -Growth

HDFC Ultra Short Term Fund - Growth Option

Others 99.01 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

HDFC Ultra Short Term Fund - Growth Option

Others 99.01 100

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