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) | ₹15667 Cr | ₹11076 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 | 0.44% | 0.44% |
6 Month | 3.76% | 3.69% |
1 Year | 7.13% | 7.13% |
3 Year | 6.92% | 6.87% |
5 Year | 5.59% | 6.65% |
SIP Return Analysis
Scheme Name | Kotak Savings Fund -Growth | Nippon India Ultra Short Duration Fund- Growth Option |
---|---|---|
6 Month | 1.46% | 1.48% |
1 Year | 6.84% | 6.83% |
3 Year | 7.04% | 7.02% |
5 Year | 6.41% | 6.69% |
Rolling Lumpsum Returns
Scheme Name | Kotak Savings Fund -Growth | Nippon India Ultra Short Duration Fund- Growth Option |
---|---|---|
1 Year | 7.41% | 6.16% |
3 Year | 7.4% | 5.85% |
5 Year | 7.75% | 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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