SBI Magnum Ultra Short Duration Fund vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹13151 Cr | ₹12091 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Aug 2004 | 21 May 1999 |
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% | 24% |
Expense Ratio | 0.82 | 0.55 |
Manager | Deepak Agrawal | Pradeep Kesavan |
ISIN Code | INF174K01FD6 | INF200K01LJ4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.72% | 0.71% |
6 Month | 3.58% | 3.67% |
1 Year | 7.2% | 7.41% |
3 Year | 6.45% | 6.57% |
5 Year | 5.59% | 5.7% |
SIP Return Analysis
Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.09% | 2.14% |
1 Year | 7.2% | 7.41% |
3 Year | 7% | 7.19% |
5 Year | 6.15% | 6.3% |
Rolling Lumpsum Returns
Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.46% | 7.36% |
3 Year | 7.42% | 7.32% |
5 Year | 7.8% | 6.96% |
Risk Management
Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.53% | 0.462% |
Sharp | -0.1% | -0.152% |
Beta | 1.14% | 3.334% |
Alpha | 2.24% | -0.709% |
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Fund Managers
Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
Name | Deepak Agrawal | Pradeep Kesavan |
Total AUM | ₹150749 Cr | ₹434274 Cr |
Funds Managed | 14 | 43 |
Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Savings Fund -Growth |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Savings Fund -Growth |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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