Kotak Savings Fund vs SBI Short Horizon Debt Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - 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 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 Moderate
Asset Size (Cr) ₹14336 Cr ₹9789 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Aug 2004 27 Jul 2007
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 0.8 0.96
Manager Deepak Agrawal Pradeep Kesavan
ISIN Code INF174K01FD6 INF200K01MG8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
1 Month 0.58% 0.6%
6 Month 3.62% 3.68%
1 Year 7% 7.13%
3 Year 5.76% 5.53%
5 Year 5.47% 5.58%

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 3.21% 3.2%
3 Year 9.54% 9.34%
5 Year 14.73% 14.59%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
1 Year 4.8% 4.87%
3 Year 11.87% 11.76%
5 Year 15.11% 14.98%

Risk Management

Scheme Name Kotak Savings Fund -Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Standard Deviation 0.53% 0.62%
Sharp -0.1% -0.34%
Beta 1.14% 1.38%
Alpha 2.24% 2.56%

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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 101.24 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

Others 101.24 -3.96
Financial - 63.8
Sovereign - 15.31
Construction - 14.82
Consumer Staples - 1.03
Diversified - 0.51
Energy - 2.63
Capital Goods - 1.75
Communication - 4.11

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