UTI Low Duration Fund vs Kotak Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹11883 Cr | ₹3348 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 06 Mar 2008 | 23 Apr 2007 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index B-I | CRISIL Low Duration Fund AI Index |
Turn Over | 1777.06% | 252.27% |
Expense Ratio | 1.17 | 0.46 |
Manager | Deepak Agrawal | Anurag Mittal |
ISIN Code | INF178L01202 | INF789F01OT9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.25% | 1.27% |
6 Month | 3.89% | 4.08% |
1 Year | 7.7% | 8.12% |
3 Year | 6.54% | 6.98% |
5 Year | 5.98% | 7.22% |
SIP Return Analysis
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.15% | 2.3% |
1 Year | 8% | 8.5% |
3 Year | 7.26% | 7.67% |
5 Year | 6.29% | 7.32% |
Rolling Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.31% | 8.13% |
3 Year | 7.82% | 7.37% |
5 Year | 8.05% | 7.96% |
Risk Management
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.632% | 0.514% |
Sharp | -0.653% | 0.295% |
Beta | 4.447% | 3.65% |
Alpha | -1.208% | -0.618% |
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Fund Managers
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Deepak Agrawal | Anurag Mittal |
Total AUM | ₹150749 Cr | ₹35669 Cr |
Funds Managed | 14 | 7 |
Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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