Tata Ultra Short Term Fund vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
Tata Ultra Short Term Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | Kotak Savings Fund -Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹12520 Cr | ₹2061 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Aug 2004 | 01 Jan 2019 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra ST Debt |
| Turn Over | 16.04% | 32% |
| Expense Ratio | 0.8 | 1.16 |
| Manager | Deepak Agrawal | Akhil Mittal |
| ISIN Code | INF174K01FD6 | INF277K016S1 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Kotak Savings Fund -Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.6% | 0.56% |
| 6 Month | 3.53% | 3.41% |
| 1 Year | 7.18% | 6.78% |
| 3 Year | 5.96% | 5.38% |
| 5 Year | 5.46% | 5.04% |
| Scheme Name | Kotak Savings Fund -Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.21% | 3.07% |
| 3 Year | 9.54% | 9.03% |
| 5 Year | 14.73% | 13.75% |
| Scheme Name | Kotak Savings Fund -Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.5% | 5.1% |
| 3 Year | 7.42% | 4.36% |
| 5 Year | 7.84% | 5.09% |
| Scheme Name | Kotak Savings Fund -Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.53% | 0.51% |
| Sharp | -0.1% | -0.68% |
| Beta | 1.14% | 1.12% |
| Alpha | 2.24% | 1.9% |
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| Scheme Name | Kotak Savings Fund -Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Name | Deepak Agrawal | Akhil Mittal |
| Total AUM | ₹150749 Cr | ₹4981 Cr |
| Fund Manage | 14 | 4 |
| Kotak Savings Fund -Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
| Scheme Name |
Kotak Savings Fund -Growth |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 101.24 | 100 |
| Scheme Name |
Kotak Savings Fund -Growth |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 101.24 | 1.74 |
| Sovereign | - | 2.04 |
| Financial | - | 83.67 |
| Construction | - | 6.84 |
| Communication | - | 3.69 |
| Services | - | 2.02 |
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