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Kotak Savings Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - 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 INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Fund Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹13151 Cr ₹1391 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 13 Aug 2004 30 Dec 2010
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 0.82 0.79
Manager Deepak Agrawal Krishna Venkat Cheemalapati
ISIN Code INF174K01FD6 INF205K01TM0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
1 Month 0.73% 0.72%
6 Month 3.52% 3.63%
1 Year 7.2% 7.28%
3 Year 6.45% 6.41%
5 Year 5.57% 5.38%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
6 Month 2.09% 2.17%
1 Year 7.2% 7.39%
3 Year 7% 7.1%
5 Year 6.15% 6.11%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
1 Year 7.46% 7.48%
3 Year 7.42% 7.59%
5 Year 7.8% 7.64%

Risk Management

Scheme Name Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Standard Deviation 0.53% 0.503%
Sharp -0.1% -0.612%
Beta 1.14% 3.759%
Alpha 2.24% -0.962%

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Fund Managers

Scheme Name Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Name Deepak Agrawal Krishna Venkat Cheemalapati
Total AUM ₹150749 Cr ₹24743 Cr
Funds Managed 14 19
Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Others 100 100

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