- 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
Kotak Savings Fund vs Aditya Birla Sun Life Savings Fund compare
Kotak Savings Fund -Growth
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹16008 Cr | ₹23785 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Aug 2004 | 17 Apr 2003 |
| 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 | 0.55 |
| Manager | Deepak Agrawal | Dhaval Joshi |
| ISIN Code | INF174K01FD6 | INF209K01LZ1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.39% | 0.38% |
| 6 Month | 2.87% | 3.12% |
| 1 Year | 6.82% | 7.4% |
| 3 Year | 6.95% | 7.45% |
| 5 Year | 5.67% | 6.17% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.37% | 1.48% |
| 1 Year | 6.31% | 6.88% |
| 3 Year | 6.87% | 7.45% |
| 5 Year | 6.46% | 6.97% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.36% | 7.65% |
| 3 Year | 7.38% | 7.73% |
| 5 Year | 7.72% | 8.08% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 0.53% | 0.54% |
| Sharp | -0.1% | 0.64% |
| Beta | 1.14% | 1.14% |
| Alpha | 2.24% | 2.62% |
Fund Managers
| Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Name | Deepak Agrawal | Dhaval Joshi |
| Total AUM | ₹150749 Cr | ₹361932 Cr |
| Funds Managed | 14 | 55 |
| Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns7.76%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.53%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.08%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.66%
ICICI Prudential Bond Fund - Growth
3Y Returns7.55%
Kotak Bond Fund (G)
3Y Returns6.67%
ICICI Prudential Bond Fund - Growth
3Y Returns7.55%
HDFC Income Fund - Growth Option
3Y Returns6.7%
