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) ₹14336 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 0.55% 0.6%
6 Month 3.56% 3.56%
1 Year 7.02% 7.05%
3 Year 5.75% 6.6%
5 Year 5.46% 5.93%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month - -
1 Year 3.21% 3.19%
3 Year 9.54% 9.65%
5 Year 14.73% 15.92%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 4.8% 5.23%
3 Year 11.87% 13.01%
5 Year 15.11% 16.28%

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
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

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