Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Savings Fund vs SBI Magnum Ultra Short Duration Fund compare

Link copied to clipboard!

tortoise-icon Kotak Savings Fund -Growth

Invest Now

tortoise-icon SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Fund Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹13151 Cr ₹12091 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 13 Aug 2004 21 May 1999
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% 24%
Expense Ratio 0.82 0.55
Manager Deepak Agrawal Pradeep Kesavan
ISIN Code INF174K01FD6 INF200K01LJ4
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
1 Month 0.96% 0.94%
6 Month 3.75% 3.81%
1 Year 7.38% 7.57%
3 Year 6.59% 6.72%
5 Year 5.6% 5.7%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
6 Month 2.01% 2.03%
1 Year 7.59% 7.74%
3 Year 7.14% 7.32%
5 Year 6.25% 6.39%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
1 Year 7.46% 7.36%
3 Year 7.42% 7.32%
5 Year 7.8% 6.96%

Risk Management

Scheme Name Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Standard Deviation 0.53% 0.462%
Sharp -0.1% -0.152%
Beta 1.14% 3.334%
Alpha 2.24% -0.709%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Name Deepak Agrawal Pradeep Kesavan
Total AUM ₹150749 Cr ₹434274 Cr
Funds Managed 14 43
Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

Others 100 100

Top Comparisons

Kotak Small Cap Fund Regular Growth Kotak Small Cap Fund Regular Growth

3Y Returns13.57%

VS

Sundaram Small Cap Fund Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

3Y Returns17.19%

Compare Now

HDFC Hybrid Equity Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

3Y Returns12.57%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns11.51%

Compare Now

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns12.12%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns16.43%

Compare Now

WhiteOak Capital Flexi Cap Fund Regular Plan Growth WhiteOak Capital Flexi Cap Fund Regular Plan Growth

3Y Returns0%

VS

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns15.72%

Compare Now
Add to Cart Successfully