Axis 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 Axis 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 Axis Ultra Short Term Fund - Regular Plan Growth
Fund Kotak Savings Fund -Growth Axis Ultra Short Term Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹14336 Cr ₹4594 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 01 Aug 2004 05 Sep 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I NIFTY Ultra Short Duration Debt Index B-I
Turn Over 16.04% 0.0%
Expense Ratio 0.8 1.16
Manager Deepak Agrawal Aditya Pagaria
ISIN Code INF174K01FD6 INF846K01G23
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Term Fund - Regular Plan Growth
1 Month 0.54% 0.56%
6 Month 3.59% 3.49%
1 Year 7.01% 6.83%
3 Year 5.72% 5.42%
5 Year 5.46% 5.2%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Term Fund - Regular Plan Growth
6 Month - -
1 Year 3.21% 3.12%
3 Year 9.54% 9.14%
5 Year 14.73% 14.04%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Term Fund - Regular Plan Growth
1 Year 4.8% 4.55%
3 Year 11.87% 11.29%
5 Year 15.11% 14.39%

Risk Management

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Term Fund - Regular Plan Growth
Standard Deviation 0.53% 0.53%
Sharp -0.1% -0.59%
Beta 1.14% 1.17%
Alpha 2.24% 2.03%

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Fund Managers

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Term Fund - Regular Plan Growth
Name Deepak Agrawal Aditya Pagaria
Total AUM ₹150749 Cr ₹0 Cr
Fund Manage 14 15
Kotak Savings Fund -Growth Axis Ultra Short Term Fund - Regular Plan Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

Axis Ultra Short Term Fund - Regular Plan Growth

Others 101.24 100.03

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

Axis Ultra Short Term Fund - Regular Plan Growth

Others 101.24 100.03

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