Kotak Savings Fund vs HSBC Ultra Short Duration Fund compare

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Kotak Savings Fund -Growth

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HSBC Ultra Short Duration Fund - Regular Growth

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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	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)	₹15340 Cr	₹2496 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

Scheme Name	Kotak Savings Fund -Growth	HSBC Ultra Short Duration Fund - Regular Growth
1 Month	0.53%	0.53%
6 Month	3.2%	3.24%
1 Year	7.04%	7.19%
3 Year	7%	7.17%
5 Year	5.6%	5.76%

Scheme Name	Kotak Savings Fund -Growth	HSBC Ultra Short Duration Fund - Regular Growth
6 Month	1.46%	1.49%
1 Year	6.75%	6.87%
3 Year	7.02%	7.19%
5 Year	6.46%	6.63%

Scheme Name	Kotak Savings Fund -Growth	HSBC Ultra Short Duration Fund - Regular Growth
1 Year	7.39%	6.29%
3 Year	7.4%	5.57%
5 Year	7.74%	5.68%

Scheme Name	Kotak Savings Fund -Growth	HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation	0.28%	0.25%
Sharp	0.78%	1.57%
Beta	3.11%	2.89%
Alpha	-0.61%	-0.37%

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