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 SBI Magnum Ultra Short Duration Fund compare

Link copied to clipboard!

tortoise-icon Kotak Savings Fund -Growth

Invest Now

tortoise-icon SBI Magnum 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 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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns20.27%

VS

Motilal Oswal Large Cap Fund - Regular (G) Motilal Oswal Large Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns4.19%

Compare Now

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns21.44%

VS

Axis Gold Fund - Regular Plan - Growth Option Axis Gold Fund - Regular Plan - Growth Option

3Y Returns21.79%

Compare Now

Nippon India Banking  & PSU Debt Fund- Growth Plan- Growth Option Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option

3Y Returns7.4%

VS

Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option

3Y Returns7.08%

Compare Now
Add to Cart Successfully