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HSBC Ultra Short Duration Fund vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
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) | ₹15340 Cr | ₹2496 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 | 0.47% | 0.48% |
| 6 Month | 3.16% | 3.21% |
| 1 Year | 6.98% | 7.14% |
| 3 Year | 7% | 7.17% |
| 5 Year | 5.63% | 5.79% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.44% | 1.47% |
| 1 Year | 6.61% | 6.73% |
| 3 Year | 6.98% | 7.15% |
| 5 Year | 6.46% | 6.63% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.39% | 6.29% |
| 3 Year | 7.4% | 5.57% |
| 5 Year | 7.74% | 5.68% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.53% | 0.25% |
| Sharp | -0.1% | 1.75% |
| Beta | 1.14% | 0.89% |
| Alpha | 2.24% | -0.32% |
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 |
|---|---|---|
| Large Cap | 0.31 | - |
| Others | 99.69 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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