- 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
MF Portfolio OverlapCheck Common Stocks Before You Invest
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 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) | ₹14243 Cr | ₹17235 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 | 0.31% | 0.24% |
| 6 Month | 2.64% | 2.63% |
| 1 Year | 6.57% | 6.6% |
| 3 Year | 6.87% | 7% |
| 5 Year | 5.72% | 5.86% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 6 Month | 1.25% | 1.21% |
| 1 Year | 5.77% | 5.75% |
| 3 Year | 6.69% | 6.81% |
| 5 Year | 6.41% | 6.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 1 Year | 7.35% | 6.9% |
| 3 Year | 7.38% | 5.52% |
| 5 Year | 7.71% | 5.78% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.53% | 0.54% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 |
Top Comparisons
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.43%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.12%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.06%
SBI Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.04%
DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth
3Y Returns30.12%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns14.32%
SBI Gilt Fund - Regular Plan - Growth
3Y Returns6.9%
SBI Magnum Gilt Fund - Growth - PF (Regular) Option
3Y Returns6.91%
