INVESCO INDIA ULTRA SHORT DURATION FUND vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Chart Comparison
Overview
Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Fund | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹15954 Cr | ₹1191 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Aug 2004 | 30 Dec 2010 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Ultra Short Duration Debt Index B-I | NIFTY Ultra Short Duration Debt Index B-I |
Turn Over | 16.04% | 24% |
Expense Ratio | 0.82 | 0.79 |
Manager | Deepak Agrawal | Krishna Venkat Cheemalapati |
ISIN Code | INF174K01FD6 | INF205K01TM0 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
1 Month | 0.43% | 0.44% |
6 Month | 3.75% | 3.71% |
1 Year | 7.3% | 7.39% |
3 Year | 6.91% | 6.91% |
5 Year | 5.56% | 5.42% |
SIP Return Analysis
Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
6 Month | 1.68% | 1.66% |
1 Year | 7.2% | 7.24% |
3 Year | 7.14% | 7.21% |
5 Year | 6.43% | 6.4% |
Rolling Lumpsum Returns
Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
1 Year | 7.41% | 7.45% |
3 Year | 7.4% | 7.48% |
5 Year | 7.75% | 7.46% |
Risk Management
Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Standard Deviation | 0.53% | 0.35% |
Sharp | -0.1% | 0.55% |
Beta | 1.14% | 3.74% |
Alpha | 2.24% | -0.84% |
Fund Managers
Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Name | Deepak Agrawal | Krishna Venkat Cheemalapati |
Total AUM | ₹150749 Cr | ₹24743 Cr |
Funds Managed | 14 | 19 |
Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Market Cap
Scheme Name |
Kotak Savings Fund -Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Savings Fund -Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ITI Overnight Fund Regular - Growth
3Y Returns6.14%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.35%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns16.92%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns24.62%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns7%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.99%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.29%
LIC Nifty Next 50 Index Fund Growth
3Y Returns15.99%