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) ₹12502 Cr ₹3046 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 0.81 0.94
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 0.55% 0.57%
6 Month 3.44% 3.48%
1 Year 7.2% 7.18%
3 Year 6.19% 6.1%
5 Year 5.49% 5.89%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month - -
1 Year 6.89% 6.91%
3 Year 6.75% 6.71%
5 Year 5.95% 6.29%

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%

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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 99.01 99.98

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 99.01 99.98

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