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Kotak Savings Fund vs Mahindra Manulife Ultra Short Duration Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon Mahindra Manulife Ultra Short Duration Fund - Regular Plan - 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 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 0.48% 0.45%
6 Month 3.17% 3.14%
1 Year 6.98% 6.97%
3 Year 7% 7.04%
5 Year 5.63% 5.64%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
6 Month 1.41% 1.4%
1 Year 6.59% 6.51%
3 Year 6.97% 7.01%
5 Year 6.47% 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 0.27% 0.23%
Sharp 0.98% 1.33%
Beta 0.97% 0.85%
Alpha -0.55% -0.41%

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

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