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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) | ₹15340 Cr | ₹21367 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 | 0.54% | 0.59% |
| 6 Month | 3.17% | 3.48% |
| 1 Year | 7% | 7.69% |
| 3 Year | 7% | 7.51% |
| 5 Year | 5.62% | 6.15% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.46% | 1.59% |
| 1 Year | 6.7% | 7.35% |
| 3 Year | 7% | 7.59% |
| 5 Year | 6.46% | 6.98% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.39% | 7.62% |
| 3 Year | 7.4% | 7.72% |
| 5 Year | 7.74% | 8.07% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 0.53% | 0.29% |
| Sharp | -0.1% | 2.31% |
| Beta | 1.14% | 3.06% |
| Alpha | 2.24% | -0.11% |
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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