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Kotak Savings Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare
Kotak Savings Fund -Growth
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Chart Comparison
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) | ₹16008 Cr | ₹1603 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 | 0.39% | 0.38% |
| 6 Month | 2.87% | 2.83% |
| 1 Year | 6.82% | 6.85% |
| 3 Year | 6.95% | 6.97% |
| 5 Year | 5.67% | 5.57% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 6 Month | 1.37% | 1.34% |
| 1 Year | 6.31% | 6.24% |
| 3 Year | 6.87% | 6.92% |
| 5 Year | 6.46% | 6.44% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Year | 7.36% | 7.43% |
| 3 Year | 7.38% | 7.33% |
| 5 Year | 7.72% | 7.28% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Standard Deviation | 0.53% | 0.6% |
| Sharp | -0.1% | -0.34% |
| Beta | 1.14% | 1.28% |
| Alpha | 2.24% | 2.35% |
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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