Kotak Savings Fund vs UTI Ultra Short Duration Fund compare

Link copied to clipboard!

tortoise-icon Kotak Savings Fund -Growth

Invest Now

tortoise-icon UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Savings Fund -Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Fund Kotak Savings Fund -Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹12520 Cr ₹2239 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Aug 2004 29 Aug 2003
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% 350.33%
Expense Ratio 0.8 0.96
Manager Deepak Agrawal Ritesh Nambiar
ISIN Code INF174K01FD6 INF789F01570
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 0.62% 0.62%
6 Month 3.6% 3.61%
1 Year 7.21% 7.21%
3 Year 6.02% 5.9%
5 Year 5.46% 5.88%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month - -
1 Year 7.11% 7.11%
3 Year 6.69% 6.63%
5 Year 5.87% 6.24%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 7.51% 6.93%
3 Year 7.42% 7.57%
5 Year 7.83% 7.73%

Risk Management

Scheme Name Kotak Savings Fund -Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Standard Deviation 0.53% 1.49%
Sharp -0.1% 0.5%
Beta 1.14% 0.39%
Alpha 2.24% 1.51%

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 UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Name Deepak Agrawal Ritesh Nambiar
Total AUM ₹150749 Cr ₹2329 Cr
Fund Manage 14 3
Kotak Savings Fund -Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Savings Fund -Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 101.24 100.03

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 101.24 10.16
Financial - 65.22
Construction - 7.28
Consumer Staples - 2.26
Energy - 6
Communication - 2.59
Automobile - 0.12
Diversified - 1.83
Capital Goods - 2.99
Services - 1.58

Top Comparisons

Bandhan Bond Fund Income Plan Regular-Growth Bandhan Bond Fund Income Plan Regular-Growth

3Y Returns4.5%

VS

Nippon India Nivesh Lakshya Fund- Growth Option Nippon India Nivesh Lakshya Fund- Growth Option

3Y Returns6.47%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns15.96%

VS

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns13.6%

Compare Now

BANDHAN Bond Fund - Short Term - Regular Plan - Growth BANDHAN Bond Fund - Short Term - Regular Plan - Growth

3Y Returns5.61%

VS

Canara Robeco Short Duration Fund - Regular Plan - Growth Option Canara Robeco Short Duration Fund - Regular Plan - Growth Option

3Y Returns5.22%

Compare Now

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Tata Multi Asset Opportunities Fund-Regular Plan-Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

3Y Returns12.25%

Compare Now
Request call back
Add to Cart Successfully