- 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
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 HSBC Ultra Short Duration Fund compare
Kotak Savings Fund -Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹16008 Cr | ₹4059 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Aug 2004 | 29 Jan 2020 |
| 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 AI Index |
| Turn Over | 16.04% | 54% |
| Expense Ratio | 0.82 | 0.47 |
| Manager | Deepak Agrawal | Jalpan Shah |
| ISIN Code | INF174K01FD6 | INF336L01OW1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.38% | 0.39% |
| 6 Month | 2.86% | 2.91% |
| 1 Year | 6.82% | 6.98% |
| 3 Year | 6.95% | 7.11% |
| 5 Year | 5.67% | 5.83% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.34% | 1.36% |
| 1 Year | 6.23% | 6.32% |
| 3 Year | 6.84% | 7.01% |
| 5 Year | 6.45% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.36% | 6.5% |
| 3 Year | 7.38% | 5.72% |
| 5 Year | 7.72% | 5.7% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.53% | 0.25% |
| Sharp | -0.1% | 1.73% |
| Beta | 1.14% | 0.90% |
| Alpha | 2.24% | -0.31% |
Fund Managers
| Scheme Name | Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Name | Deepak Agrawal | Jalpan Shah |
| Total AUM | ₹150749 Cr | ₹16521 Cr |
| Funds Managed | 14 | 6 |
| Kotak Savings Fund -Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns16.21%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns14.87%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns23.39%
Quant Mid Cap Fund-Growth
3Y Returns14.25%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns24.85%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns26.1%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns16.79%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.47%
