Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Savings Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare

Link copied to clipboard!

tortoise-icon Kotak Savings Fund -Growth

Invest Now

tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Invest Now

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) ₹13151 Cr ₹1391 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 0.57% 0.54%
6 Month 3.73% 3.79%
1 Year 7.38% 7.43%
3 Year 6.77% 6.74%
5 Year 5.58% 5.38%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
6 Month 1.88% 1.91%
1 Year 7.38% 7.53%
3 Year 7.1% 7.19%
5 Year 6.26% 6.23%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
1 Year 7.46% 7.48%
3 Year 7.42% 7.59%
5 Year 7.8% 7.64%

Risk Management

Scheme Name Kotak Savings Fund -Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Standard Deviation 0.53% 0.503%
Sharp -0.1% -0.612%
Beta 1.14% 3.759%
Alpha 2.24% -0.962%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

ICICI Prudential Multicap Fund - Growth ICICI Prudential Multicap Fund - Growth

3Y Returns25.09%

VS

Quant Active Fund-Growth Quant Active Fund-Growth

3Y Returns17.89%

Compare Now

ICICI Prudential Thematic Advantage Fund (FOF) - Growth ICICI Prudential Thematic Advantage Fund (FOF) - Growth

3Y Returns22.3%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns15.96%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns7.56%

VS

Nippon India Low Duration Fund- Growth Plan - Growth Option Nippon India Low Duration Fund- Growth Plan - Growth Option

3Y Returns6.88%

Compare Now

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns6.27%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns6.27%

Compare Now
Add to Cart Successfully