- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Ultra Short Term Fund vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
HDFC Ultra Short Term Fund - Growth Option
Chart Comparison
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) | ₹16008 Cr | ₹18875 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 | 0.4% | 0.4% |
| 6 Month | 2.84% | 2.92% |
| 1 Year | 6.81% | 6.95% |
| 3 Year | 6.93% | 7.08% |
| 5 Year | 5.68% | 5.85% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 6 Month | 1.36% | 1.39% |
| 1 Year | 6.22% | 6.34% |
| 3 Year | 6.85% | 7.01% |
| 5 Year | 6.47% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 1 Year | 7.36% | 6.89% |
| 3 Year | 7.38% | 5.47% |
| 5 Year | 7.72% | 5.78% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.53% | 0.54% |
| Sharp | -0.1% | 0.11% |
| Beta | 1.14% | 1.18% |
| Alpha | 2.24% | 2.43% |
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 |
Top Comparisons
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.69%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns16.77%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns11.69%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns7.27%
HSBC Credit Risk Fund - Regular Growth
3Y Returns11.11%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.81%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns9.51%
