PGIM India Ultra Short Duration Fund vs Kotak Savings Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon PGIM India Ultra Short Duration Fund - 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 PGIM India Ultra Short Duration Fund - Growth
Fund Kotak Savings Fund -Growth PGIM India Ultra Short Duration Fund - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹12520 Cr ₹246 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 Aug 2004 03 Jul 2008
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% 123%
Expense Ratio 0.8 0.9
Manager Deepak Agrawal Puneet Pal
ISIN Code INF174K01FD6 INF223J01FK8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth PGIM India Ultra Short Duration Fund - Growth
1 Month 0.57% 0.53%
6 Month 3.54% 3.37%
1 Year 7.16% 6.89%
3 Year 6% 5.73%
5 Year 5.47% 5.29%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth PGIM India Ultra Short Duration Fund - Growth
6 Month - -
1 Year 7.11% 6.74%
3 Year 6.69% 6.38%
5 Year 5.87% 5.63%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth PGIM India Ultra Short Duration Fund - Growth
1 Year 7.51% 7.65%
3 Year 7.42% 8.39%
5 Year 7.83% 8.47%

Risk Management

Scheme Name Kotak Savings Fund -Growth PGIM India Ultra Short Duration Fund - Growth
Standard Deviation 0.53% 0.49%
Sharp -0.1% -0.55%
Beta 1.14% 1.05%
Alpha 2.24% 1.84%

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Fund Managers

Scheme Name Kotak Savings Fund -Growth PGIM India Ultra Short Duration Fund - Growth
Name Deepak Agrawal Puneet Pal
Total AUM ₹150749 Cr ₹20950 Cr
Fund Manage 14 19
Kotak Savings Fund -Growth PGIM India Ultra Short Duration Fund - Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

PGIM India Ultra Short Duration Fund - Growth

Others 101.24 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

PGIM India Ultra Short Duration Fund - Growth

Others 101.24 3.58
Sovereign - 1.96
Financial - 81.95
Energy - 8.62
Services - 1.93
Capital Goods - 1.96

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