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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 Risk Low to Moderate Risk
Asset Size (Cr) ₹13151 Cr ₹14735 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 0.82 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 0.57% 0.6%
6 Month 3.41% 3.53%
1 Year 7.17% 7.41%
3 Year 6.29% 6.44%
5 Year 5.5% 5.77%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
6 Month - -
1 Year 6.87% 7.12%
3 Year 6.8% 6.99%
5 Year 6% 6.2%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
1 Year 7.46% 6.54%
3 Year 7.42% 5.15%
5 Year 7.8% 5.77%

Risk Management

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
Standard Deviation 0.53% 0.458%
Sharp -0.1% -0.116%
Beta 1.14% 3.127%
Alpha 2.24% -0.639%

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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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