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HDFC 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 HDFC Ultra Short Term Fund - Growth Option

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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 HDFC Ultra Short Term Fund - Growth Option
Fund Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹14243 Cr ₹17235 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 13 Aug 2004 25 Sep 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I CRISIL Ultra Short Duration Fund BI Index
Turn Over 16.04% 26%
Expense Ratio 0.82 0.69
Manager Deepak Agrawal Anil Bamboli
ISIN Code INF174K01FD6 INF179KB11R3
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
1 Month 0.36% 0.28%
6 Month 2.68% 2.66%
1 Year 6.6% 6.62%
3 Year 6.89% 7.01%
5 Year 5.72% 5.87%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
6 Month 0.94% 0.95%
1 Year 5.06% 5.15%
3 Year 6.45% 6.61%
5 Year 6.28% 6.43%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
1 Year 7.35% 6.9%
3 Year 7.38% 5.52%
5 Year 7.71% 5.78%

Risk Management

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
Standard Deviation 0.28% 0.27%
Sharp 0.93% 1.55%
Beta 0.96% 0.95%
Alpha -0.50% -0.34%

Fund Managers

Scheme Name Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option
Name Deepak Agrawal Anil Bamboli
Total AUM ₹150749 Cr ₹135442 Cr
Funds Managed 14 12
Kotak Savings Fund -Growth HDFC Ultra Short Term Fund - Growth Option

Market Cap

Scheme Name

Kotak Savings Fund -Growth

HDFC Ultra Short Term Fund - Growth Option
Others 100 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

HDFC Ultra Short Term Fund - Growth Option
Others 100 100

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