SBI Magnum 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 SBI Magnum Ultra Short Duration Fund - Regular Plan - 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 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 Moderate
Asset Size (Cr) ₹12502 Cr ₹11858 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 0.81 0.54
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 0.55% 0.6%
6 Month 3.44% 3.56%
1 Year 7.2% 7.4%
3 Year 6.19% 6.32%
5 Year 5.49% 5.6%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
6 Month - -
1 Year 6.89% 7.11%
3 Year 6.75% 6.93%
5 Year 5.95% 6.09%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
1 Year 7.51% 7.35%
3 Year 7.42% 7.32%
5 Year 7.83% 6.98%

Risk Management

Scheme Name Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Standard Deviation 0.53% 0.56%
Sharp -0.1% 0.07%
Beta 1.14% 1.24%
Alpha 2.24% 2.52%

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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
Fund Manage 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 99.01 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

Others 99.01 100

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