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Kotak Savings Fund vs UTI Ultra Short Duration Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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

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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 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) ₹13151 Cr ₹3448 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 13 Aug 2004 27 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 0.82 0.93
Manager Deepak Agrawal Ritesh Nambiar
ISIN Code INF174K01FD6 INF789F01570
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 1.03% 0.95%
6 Month 3.72% 3.66%
1 Year 7.33% 7.29%
3 Year 6.58% 6.48%
5 Year 5.63% 6.08%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month 2.01% 1.96%
1 Year 7.59% 7.49%
3 Year 7.14% 7.08%
5 Year 6.25% 6.52%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 7.46% 6.95%
3 Year 7.42% 7.56%
5 Year 7.8% 7.72%

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%

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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
Funds Managed 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 100 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100

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