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Tata Ultra Short Term Fund vs Kotak Savings Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon Tata Ultra Short Term 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 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) ₹13151 Cr ₹4965 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 13 Aug 2004 22 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 0.82 1.15
Manager Deepak Agrawal Akhil Mittal
ISIN Code INF174K01FD6 INF277K016S1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Tata Ultra Short Term Fund-Regular Plan-Growth
1 Month 0.98% 0.92%
6 Month 3.76% 3.69%
1 Year 7.35% 7.17%
3 Year 6.6% 6.31%
5 Year 5.59% 5.22%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Tata Ultra Short Term Fund-Regular Plan-Growth
6 Month 2.01% 1.95%
1 Year 7.59% 7.43%
3 Year 7.14% 6.9%
5 Year 6.25% 5.99%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Tata Ultra Short Term Fund-Regular Plan-Growth
1 Year 7.46% 5.33%
3 Year 7.42% 4.42%
5 Year 7.8% 5.09%

Risk Management

Scheme Name Kotak Savings Fund -Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Standard Deviation 0.53% 0.421%
Sharp -0.1% -1.753%
Beta 1.14% 2.706%
Alpha 2.24% -0.971%

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Fund Managers

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
Funds Managed 14 4
Kotak Savings Fund -Growth Tata Ultra Short Term Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

Tata Ultra Short Term Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

Tata Ultra Short Term Fund-Regular Plan-Growth

Others 100 100

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