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Kotak Savings Fund vs SBI Short Horizon Debt Fund compare
Kotak Savings Fund -Growth
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate Risk | Low to Moderate |
| Asset Size (Cr) | ₹13151 Cr | ₹12131 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Aug 2004 | 14 Feb 2025 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Ultra Short Duration Debt Index B-I | BSE Liquid Rate Index |
| Turn Over | 16.04% | 0.0% |
| Expense Ratio | 0.82 | 1.02 |
| Manager | Deepak Agrawal | Pradeep Kesavan |
| ISIN Code | INF174K01FD6 | INF200K01MG8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| 1 Month | 0.57% | 0.57% |
| 6 Month | 3.41% | 3.39% |
| 1 Year | 7.17% | 7.21% |
| 3 Year | 6.29% | 6.15% |
| 5 Year | 5.5% | 5.55% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.87% | 6.92% |
| 3 Year | 6.8% | 6.79% |
| 5 Year | 6% | 5.96% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| 1 Year | 7.46% | 7.72% |
| 3 Year | 7.42% | 7.52% |
| 5 Year | 7.8% | 8.06% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Standard Deviation | 0.53% | 0.564% |
| Sharp | -0.1% | -0.757% |
| Beta | 1.14% | 4.261% |
| Alpha | 2.24% | -1.121% |
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Fund Managers
| Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Name | Deepak Agrawal | Pradeep Kesavan |
| Total AUM | ₹150749 Cr | ₹434274 Cr |
| Fund Manage | 14 | 43 |
| Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Others | 99.01 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Others | 99.01 | -1.11 |
| Financial | - | 63.77 |
| Sovereign | - | 13.41 |
| Construction | - | 14.89 |
| Consumer Staples | - | 0.97 |
| Diversified | - | 0.47 |
| Energy | - | 2.47 |
| Capital Goods | - | 1.64 |
| Communication | - | 3.49 |
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