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HSBC Ultra Short Duration Fund vs Kotak Savings Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon HSBC Ultra Short Duration Fund - Regular 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 HSBC Ultra Short Duration Fund - Regular Growth
Fund Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹16008 Cr ₹4059 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 13 Aug 2004 29 Jan 2020
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 AI Index
Turn Over 16.04% 54%
Expense Ratio 0.82 0.47
Manager Deepak Agrawal Jalpan Shah
ISIN Code INF174K01FD6 INF336L01OW1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Month 0.39% 0.38%
6 Month 2.69% 2.74%
1 Year 6.68% 6.79%
3 Year 6.9% 7.06%
5 Year 5.7% 5.87%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
6 Month 1.28% 1.3%
1 Year 5.88% 5.96%
3 Year 6.72% 6.87%
5 Year 6.42% 6.58%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Year 7.35% 6.57%
3 Year 7.38% 5.75%
5 Year 7.71% 5.71%

Risk Management

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.53% 0.54%
Sharp - -
Beta - -
Alpha - -

Fund Managers

Scheme Name Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth
Name Deepak Agrawal Jalpan Shah
Total AUM ₹150749 Cr ₹16521 Cr
Funds Managed 14 6
Kotak Savings Fund -Growth HSBC Ultra Short Duration Fund - Regular Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

HSBC Ultra Short Duration Fund - Regular Growth
Others 100 100.01

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

HSBC Ultra Short Duration Fund - Regular Growth
Others 100 100.01

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