- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Savings Fund vs LIC MF Ultra Short Term Fund Regular compare
Kotak Savings Fund -Growth
LIC MF Ultra Short Term Fund Regular - Growth
Chart Comparison
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) | ₹13151 Cr | ₹361 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 | 0.71% | 0.65% |
| 6 Month | 3.86% | 3.66% |
| 1 Year | 7.46% | 7.11% |
| 3 Year | 6.86% | 6.36% |
| 5 Year | 5.57% | 5.14% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.01% | 1.86% |
| 1 Year | 7.68% | 7.23% |
| 3 Year | 7.23% | 6.76% |
| 5 Year | 6.39% | 5.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.39% | 4.61% |
| 3 Year | 7.41% | 4.63% |
| 5 Year | 7.77% | 4.91% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.53% | 0.366% |
| Sharp | -0.1% | -2.736% |
| Beta | 1.14% | 2.269% |
| Alpha | 2.24% | -1.038% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
HDFC Flexi Cap Fund - Growth Plan
3Y Returns26.6%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns18%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns8.12%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.45%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.41%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.56%
ICICI Prudential Gilt Fund - Growth
3Y Returns8.88%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns8.18%
