Kotak Savings Fund vs HSBC Ultra Short Duration Fund compare
Kotak Savings Fund -Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Fund | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹13151 Cr | ₹2625 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Aug 2004 | 29 Jan 2020 |
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 AI Index |
Turn Over | 16.04% | 54% |
Expense Ratio | 0.82 | 0.47 |
Manager | Deepak Agrawal | Jalpan Shah |
ISIN Code | INF174K01FD6 | INF336L01OW1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.98% | 0.98% |
6 Month | 3.76% | 3.86% |
1 Year | 7.35% | 7.56% |
3 Year | 6.6% | 6.78% |
5 Year | 5.59% | 5.68% |
SIP Return Analysis
Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.01% | 2.07% |
1 Year | 7.59% | 7.81% |
3 Year | 7.14% | 7.35% |
5 Year | 6.25% | 6.43% |
Rolling Lumpsum Returns
Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.46% | 4.95% |
3 Year | 7.42% | 5.14% |
5 Year | 7.8% | 5.57% |
Risk Management
Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.53% | 0.456% |
Sharp | -0.1% | -0.027% |
Beta | 1.14% | 2.978% |
Alpha | 2.24% | -0.586% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Name | Deepak Agrawal | Jalpan Shah |
Total AUM | ₹150749 Cr | ₹16521 Cr |
Funds Managed | 14 | 6 |
Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Market Cap
Scheme Name |
Kotak Savings Fund -Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Savings Fund -Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns15.04%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns15.01%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns9.88%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.67%
Aditya Birla Sun Life Savings Fund-Retail Growth
3Y Returns7.03%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.95%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns6.08%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.15%