Kotak Savings Fund vs HSBC Ultra Short Duration Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon HSBC Ultra Short Duration Fund - Regular Growth

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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 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) ₹14336 Cr ₹2335 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 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 0.8 0.47
Manager Deepak Agrawal Jalpan Shah
ISIN Code INF174K01FD6 INF336L01OW1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Month 0.55% 0.6%
6 Month 3.56% 3.68%
1 Year 7.02% 7.26%
3 Year 5.75% 5.84%
5 Year 5.46% -

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
6 Month - -
1 Year 3.21% 3.3%
3 Year 9.54% 9.8%
5 Year 14.73% 13.37%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Year 4.8% 4.68%
3 Year 11.87% 11.84%
5 Year 15.11% 13.73%

Risk Management

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.53% 0.54%
Sharp -0.1% 0.14%
Beta 1.14% 1.19%
Alpha 2.24% 2.45%

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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
Fund Manage 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 101.24 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 101.24 3.62
Sovereign - 1.92
Financial - 90.81
Services - 1.83
Energy - 1.82

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