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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 Duration 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 Duration Fund - Regular Plan Growth
Fund Kotak Savings Fund -Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹12502 Cr ₹6081 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 13 Aug 2004 10 Sep 2018
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% 0.0%
Expense Ratio 0.81 1.17
Manager Deepak Agrawal Aditya Pagaria
ISIN Code INF174K01FD6 INF846K01G23
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Duration Fund - Regular Plan Growth
1 Month 0.59% 0.58%
6 Month 3.45% 3.38%
1 Year 7.18% 7.02%
3 Year 6.27% 6.01%
5 Year 5.5% 5.21%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Duration Fund - Regular Plan Growth
6 Month - -
1 Year 6.93% 6.72%
3 Year 6.8% 6.57%
5 Year 5.99% 5.76%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Duration Fund - Regular Plan Growth
1 Year 7.46% 5.91%
3 Year 7.42% 4.7%
5 Year 7.8% 5.27%

Risk Management

Scheme Name Kotak Savings Fund -Growth Axis Ultra Short Duration 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 Duration 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 Duration Fund - Regular Plan Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

Axis Ultra Short Duration Fund - Regular Plan Growth

Others 99.01 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

Axis Ultra Short Duration Fund - Regular Plan Growth

Others 99.01 100

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