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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) ₹15340 Cr ₹21367 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 0.48% 0.53%
6 Month 3.18% 3.5%
1 Year 6.99% 7.69%
3 Year 7% 7.51%
5 Year 5.62% 6.15%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month 1.46% 1.59%
1 Year 6.7% 7.35%
3 Year 7% 7.59%
5 Year 6.46% 6.98%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 7.39% 7.62%
3 Year 7.4% 7.72%
5 Year 7.74% 8.07%

Risk Management

Scheme Name Kotak Savings Fund -Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Standard Deviation 0.53% 0.29%
Sharp -0.1% 2.31%
Beta 1.14% 3.06%
Alpha 2.24% -0.11%

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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