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Kotak Savings Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - 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 INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Fund Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹15340 Cr ₹1231 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 13 Aug 2004 30 Dec 2010
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 0.79
Manager Deepak Agrawal Krishna Venkat Cheemalapati
ISIN Code INF174K01FD6 INF205K01TM0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
1 Month 0.48% 0.45%
6 Month 3.18% 3.15%
1 Year 6.99% 7.05%
3 Year 7% 7.03%
5 Year 5.62% 5.51%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
6 Month 0.98% 0.99%
1 Year 5.66% 5.68%
3 Year 6.66% 6.75%
5 Year 6.28% 6.26%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
1 Year 7.39% 7.44%
3 Year 7.4% 7.37%
5 Year 7.74% 7.38%

Risk Management

Scheme Name Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Standard Deviation 0.27% 0.30%
Sharp 0.98% 0.96%
Beta 0.97% 0.95%
Alpha -0.55% -0.51%

Fund Managers

Scheme Name Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Name Deepak Agrawal Krishna Venkat Cheemalapati
Total AUM ₹150749 Cr ₹24743 Cr
Funds Managed 14 19
Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Others 100 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Others 100 100

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