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Kotak Savings Fund vs LIC MF Ultra Short Term Fund Regular compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon LIC MF Ultra Short Term 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 LIC MF Ultra Short Term Fund Regular - Growth
Fund Kotak Savings Fund -Growth LIC MF Ultra Short Term Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹15667 Cr ₹258 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹500
Launch Date 13 Aug 2004 27 Nov 2019
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 BI Index
Turn Over 16.04% %
Expense Ratio 0.82 0.95
Manager Deepak Agrawal Rahul Singh
ISIN Code INF174K01FD6 INF767K01QO1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth LIC MF Ultra Short Term Fund Regular - Growth
1 Month 0.41% 0.44%
6 Month 3.73% 3.48%
1 Year 7.16% 6.84%
3 Year 6.91% 6.42%
5 Year 5.58% 5.21%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth LIC MF Ultra Short Term Fund Regular - Growth
6 Month 1.46% 1.41%
1 Year 6.84% 6.51%
3 Year 7.04% 6.62%
5 Year 6.41% 6%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth LIC MF Ultra Short Term Fund Regular - Growth
1 Year 7.41% 4.92%
3 Year 7.4% 4.77%
5 Year 7.75% 5.09%

Risk Management

Scheme Name Kotak Savings Fund -Growth LIC MF Ultra Short Term Fund Regular - Growth
Standard Deviation 0.53% 0.26%
Sharp -0.1% -1.21%
Beta 1.14% 2.86%
Alpha 2.24% -1.07%

Fund Managers

Scheme Name Kotak Savings Fund -Growth LIC MF Ultra Short Term Fund Regular - Growth
Name Deepak Agrawal Rahul Singh
Total AUM ₹150749 Cr ₹19760 Cr
Funds Managed 14 9
Kotak Savings Fund -Growth LIC MF Ultra Short Term Fund Regular - Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

LIC MF Ultra Short Term Fund Regular - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

LIC MF Ultra Short Term Fund Regular - Growth

Others 100 100

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