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Kotak Savings Fund vs Aditya Birla Sun Life Savings Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

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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 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) ₹16091 Cr ₹20228 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 0.49% 0.56%
6 Month 3.81% 4.16%
1 Year 7.35% 8.07%
3 Year 6.92% 7.41%
5 Year 5.55% 6.13%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month 1.81% 2.01%
1 Year 7.46% 8.23%
3 Year 7.21% 7.8%
5 Year 6.44% 6.96%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 7.41% 7.61%
3 Year 7.4% 7.73%
5 Year 7.75% 8.09%

Risk Management

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Standard Deviation 0.53% 0.34%
Sharp -0.1% 1.94%
Beta 1.14% 3.06%
Alpha 2.24% -0.20%

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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

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