SBI Short Horizon Debt Fund vs Kotak Savings Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional 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 Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Fund Kotak Savings Fund -Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹12502 Cr ₹12131 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 13 Aug 2004 27 Jul 2007
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I BSE Liquid Rate Index
Turn Over 16.04% 0.0%
Expense Ratio 0.81 1.02
Manager Deepak Agrawal Pradeep Kesavan
ISIN Code INF174K01FD6 INF200K01MG8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
1 Month 0.56% 0.57%
6 Month 3.44% 3.42%
1 Year 7.23% 7.24%
3 Year 6.26% 6.13%
5 Year 5.5% 5.57%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
6 Month - -
1 Year 5.89% 5.92%
3 Year 6.42% 6.4%
5 Year 5.76% 5.72%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
1 Year 7.51% 7.75%
3 Year 7.42% 7.53%
5 Year 7.83% 8.13%

Risk Management

Scheme Name Kotak Savings Fund -Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Standard Deviation 0.53% 0.62%
Sharp -0.1% -0.34%
Beta 1.14% 1.38%
Alpha 2.24% 2.56%

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Fund Managers

Scheme Name Kotak Savings Fund -Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Name Deepak Agrawal Pradeep Kesavan
Total AUM ₹150749 Cr ₹434274 Cr
Fund Manage 14 43
Kotak Savings Fund -Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

Others 99.01 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

Others 99.01 -1.11
Financial - 63.77
Sovereign - 13.41
Construction - 14.89
Consumer Staples - 0.97
Diversified - 0.47
Energy - 2.47
Capital Goods - 1.64
Communication - 3.49

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