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Kotak Savings Fund vs HDFC Ultra Short Term Fund compare
Kotak Savings Fund -Growth
HDFC Ultra Short Term Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹15667 Cr | ₹18005 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 13 Aug 2004 | 25 Sep 2018 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 16.04% | 26% |
| Expense Ratio | 0.82 | 0.69 |
| Manager | Deepak Agrawal | Anil Bamboli |
| ISIN Code | INF174K01FD6 | INF179KB11R3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 1 Month | 0.41% | 0.44% |
| 6 Month | 3.71% | 3.72% |
| 1 Year | 7.15% | 7.3% |
| 3 Year | 6.9% | 7.06% |
| 5 Year | 5.58% | 5.76% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 6 Month | 1.46% | 1.5% |
| 1 Year | 6.84% | 6.98% |
| 3 Year | 7.04% | 7.21% |
| 5 Year | 6.41% | 6.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 1 Year | 7.41% | 6.74% |
| 3 Year | 7.4% | 5.35% |
| 5 Year | 7.75% | 5.77% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.53% | 0.30% |
| Sharp | -0.1% | 1.16% |
| Beta | 1.14% | 3.29% |
| Alpha | 2.24% | -0.56% |
Fund Managers
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Anil Bamboli |
| Total AUM | ₹150749 Cr | ₹135442 Cr |
| Funds Managed | 14 | 12 |
| Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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