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BANDHAN 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 Bandhan 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 Bandhan Ultra Short Duration Fund - Regular Plan - Growth
Fund Kotak Savings Fund -Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Average
Asset Size (Cr) ₹15340 Cr ₹3860 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 13 Aug 2004 19 Jul 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 A-I
Turn Over 16.04% 402%
Expense Ratio 0.82 0.47
Manager Deepak Agrawal Harshal Joshi
ISIN Code INF174K01FD6 INF194KA10Q8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth
1 Month 0.48% 0.46%
6 Month 3.18% 3.24%
1 Year 6.99% 7.12%
3 Year 7% 7.19%
5 Year 5.62% 5.71%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth
6 Month 0.96% 1.01%
1 Year 5.61% 5.75%
3 Year 6.65% 6.83%
5 Year 6.26% 6.41%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth
1 Year 7.39% 6.78%
3 Year 7.4% 5.34%
5 Year 7.74% 5.61%

Risk Management

Scheme Name Kotak Savings Fund -Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth
Standard Deviation 0.27% 0.23%
Sharp 0.98% 1.90%
Beta 0.97% 0.89%
Alpha -0.55% -0.30%

Fund Managers

Scheme Name Kotak Savings Fund -Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth
Name Deepak Agrawal Harshal Joshi
Total AUM ₹150749 Cr ₹42965 Cr
Funds Managed 14 20
Kotak Savings Fund -Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

Bandhan Ultra Short Duration Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

Bandhan Ultra Short Duration Fund - Regular Plan - Growth

Others 100 100

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