- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+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) | ₹13151 Cr | ₹16798 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 | 0.58% | 0.67% |
| 6 Month | 3.77% | 4.14% |
| 1 Year | 7.41% | 8.07% |
| 3 Year | 6.8% | 7.27% |
| 5 Year | 5.55% | 6.21% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 2.01% | 2.18% |
| 1 Year | 7.63% | 8.36% |
| 3 Year | 7.18% | 7.74% |
| 5 Year | 6.32% | 6.83% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.46% | 7.56% |
| 3 Year | 7.42% | 7.75% |
| 5 Year | 7.8% | 8.14% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 0.53% | 0.456% |
| Sharp | -0.1% | 0.762% |
| Beta | 1.14% | 2.926% |
| Alpha | 2.24% | -0.357% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns17.67%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns20.17%
Franklin India Equity Hybrid Fund - Growth Plan
3Y Returns17.46%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns18.88%
360 ONE Focused Equity Fund Regular-Growth
3Y Returns19.98%
Quant Focused Fund-Growth
3Y Returns16.21%
Tata Nifty Financial Services Index Fund-Reg (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
