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Kotak Savings Fund vs SBI Magnum Ultra Short Duration Fund compare
Kotak Savings Fund -Growth
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹13151 Cr | ₹12091 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Aug 2004 | 21 May 1999 |
| 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% | 24% |
| Expense Ratio | 0.82 | 0.55 |
| Manager | Deepak Agrawal | Pradeep Kesavan |
| ISIN Code | INF174K01FD6 | INF200K01LJ4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.56% | 0.57% |
| 6 Month | 3.66% | 3.72% |
| 1 Year | 7.33% | 7.53% |
| 3 Year | 6.75% | 6.91% |
| 5 Year | 5.58% | 5.68% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.88% | 1.92% |
| 1 Year | 7.38% | 7.58% |
| 3 Year | 7.1% | 7.29% |
| 5 Year | 6.26% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.46% | 7.36% |
| 3 Year | 7.42% | 7.32% |
| 5 Year | 7.8% | 6.96% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.53% | 0.462% |
| Sharp | -0.1% | -0.152% |
| Beta | 1.14% | 3.334% |
| Alpha | 2.24% | -0.709% |
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Fund Managers
| Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Name | Deepak Agrawal | Pradeep Kesavan |
| Total AUM | ₹150749 Cr | ₹434274 Cr |
| Funds Managed | 14 | 43 |
| Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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