HSBC Ultra Short Duration Fund vs Kotak Savings Fund compare

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Kotak Savings Fund -Growth

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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)	₹16014 Cr	₹2736 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

Scheme Name	Kotak Savings Fund -Growth	HSBC Ultra Short Duration Fund - Regular Growth
1 Month	0.6%	0.6%
6 Month	3.9%	3.97%
1 Year	7.46%	7.63%
3 Year	6.9%	7.09%
5 Year	5.53%	5.67%

Scheme Name	Kotak Savings Fund -Growth	HSBC Ultra Short Duration Fund - Regular Growth
6 Month	1.96%	1.96%
1 Year	7.68%	7.81%
3 Year	7.26%	7.44%
5 Year	6.44%	6.6%

Scheme Name	Kotak Savings Fund -Growth	HSBC Ultra Short Duration Fund - Regular Growth
1 Year	7.39%	5.36%
3 Year	7.41%	5.33%
5 Year	7.77%	5.66%

Scheme Name	Kotak Savings Fund -Growth	HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation	0.53%	0.31%
Sharp	-0.1%	1.19%
Beta	1.14%	2.82%
Alpha	2.24%	-0.42%

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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