Kotak Savings Fund vs Nippon India Ultra Short Duration Fund compare
Kotak Savings Fund -Growth
Nippon India Ultra Short Duration Fund- Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | Nippon India Ultra Short Duration Fund- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹15340 Cr | ₹10507 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 13 Aug 2004 | 07 Dec 2001 |
| 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% | 23% |
| Expense Ratio | 0.82 | 1.11 |
| Manager | Deepak Agrawal | Vivek Sharma |
| ISIN Code | INF174K01FD6 | INF204K01UE8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| 1 Month | 0.48% | 0.47% |
| 6 Month | 3.18% | 3.17% |
| 1 Year | 6.99% | 6.98% |
| 3 Year | 7% | 6.95% |
| 5 Year | 5.62% | 6.61% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| 6 Month | 0.96% | 0.98% |
| 1 Year | 5.61% | 5.61% |
| 3 Year | 6.65% | 6.63% |
| 5 Year | 6.26% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| 1 Year | 7.39% | 6.17% |
| 3 Year | 7.4% | 5.87% |
| 5 Year | 7.74% | 5.67% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| Standard Deviation | 0.53% | 1.52% |
| Sharp | -0.1% | 0.81% |
| Beta | 1.14% | 0.6% |
| Alpha | 2.24% | 2.44% |
Fund Managers
| Scheme Name | Kotak Savings Fund -Growth | Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Vivek Sharma |
| Total AUM | ₹150749 Cr | ₹39796 Cr |
| Funds Managed | 14 | 12 |
| Kotak Savings Fund -Growth | Nippon India Ultra Short Duration Fund- Growth Option |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| Others | 100 | 100 |
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