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 Mahindra Manulife Ultra Short Duration Fund compare

Link copied to clipboard!

tortoise-icon Kotak Savings Fund -Growth

Invest Now

tortoise-icon Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Savings Fund -Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
Fund Kotak Savings Fund -Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹15340 Cr ₹214 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 13 Aug 2004 17 Oct 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% 9.69%
Expense Ratio 0.82 0.69
Manager Deepak Agrawal Rahul Pal
ISIN Code INF174K01FD6 INF174V01853
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
1 Month 0.54% 0.5%
6 Month 3.17% 3.14%
1 Year 7% 7.01%
3 Year 7% 7.05%
5 Year 5.62% 5.63%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
6 Month 1.46% 1.44%
1 Year 6.7% 6.66%
3 Year 7% 7.05%
5 Year 6.46% 6.5%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
1 Year 7.39% 6.1%
3 Year 7.4% 5.24%
5 Year 7.74% 5.56%

Risk Management

Scheme Name Kotak Savings Fund -Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
Standard Deviation 0.53% 0.24%
Sharp -0.1% 1.20%
Beta 1.14% 2.69%
Alpha 2.24% -0.43%

Fund Managers

Scheme Name Kotak Savings Fund -Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
Name Deepak Agrawal Rahul Pal
Total AUM ₹150749 Cr ₹3032 Cr
Funds Managed 14 7
Kotak Savings Fund -Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Savings Fund -Growth

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Savings Fund -Growth

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

Others 100 100

Top Comparisons

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns25.24%

VS

Mirae Asset Healthcare Fund -Regular Growth Mirae Asset Healthcare Fund -Regular Growth

3Y Returns21.07%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns10.21%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns9.97%

Compare Now

360 ONE Focused Fund Regular-Growth 360 ONE Focused Fund Regular-Growth

3Y Returns16.59%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns15.18%

Compare Now

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

3Y Returns9.58%

VS

Axis Strategic Bond Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option

3Y Returns8.15%

Compare Now
Add to Cart Successfully