Aditya Birla Sun Life Savings Fund vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Fund | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹13151 Cr | ₹16798 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Aug 2004 | 17 Apr 2003 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Ultra Short Duration Debt Index B-I | NIFTY Ultra Short Duration Debt Index B-I |
Turn Over | 16.04% | 24% |
Expense Ratio | 0.82 | 0.55 |
Manager | Deepak Agrawal | Dhaval Joshi |
ISIN Code | INF174K01FD6 | INF209K01LZ1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
1 Month | 0.79% | 0.9% |
6 Month | 3.72% | 4.07% |
1 Year | 7.35% | 7.96% |
3 Year | 6.6% | 7.04% |
5 Year | 5.62% | 6.34% |
SIP Return Analysis
Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
6 Month | 2.04% | 2.22% |
1 Year | 7.66% | 8.37% |
3 Year | 7.18% | 7.71% |
5 Year | 6.28% | 6.79% |
Rolling Lumpsum Returns
Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
1 Year | 7.46% | 7.56% |
3 Year | 7.42% | 7.75% |
5 Year | 7.8% | 8.14% |
Risk Management
Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 0.53% | 0.456% |
Sharp | -0.1% | 0.762% |
Beta | 1.14% | 2.926% |
Alpha | 2.24% | -0.357% |
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Fund Managers
Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Name | Deepak Agrawal | Dhaval Joshi |
Total AUM | ₹150749 Cr | ₹361932 Cr |
Funds Managed | 14 | 55 |
Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
Kotak Savings Fund -Growth |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Savings Fund -Growth |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
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