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Kotak Savings Fund vs SBI Short Horizon Debt Fund compare
Kotak Savings Fund -Growth
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹15340 Cr | ₹16764 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Aug 2004 | 14 Feb 2025 |
| Category | Ultra Short Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Ultra Short Duration Debt Index B-I | BSE Liquid Rate Index |
| Turn Over | 16.04% | 0.0% |
| Expense Ratio | 0.82 | 1.02 |
| Manager | Deepak Agrawal | Pradeep Kesavan |
| ISIN Code | INF174K01FD6 | INF200K01MG8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| 1 Month | 0.5% | 0.5% |
| 6 Month | 3.21% | 3.25% |
| 1 Year | 6.99% | 7.26% |
| 3 Year | 7% | 7.13% |
| 5 Year | 5.63% | 5.62% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 1.42% |
| 1 Year | 6.61% | 6.86% |
| 3 Year | 6.98% | 7.16% |
| 5 Year | 6.46% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| 1 Year | 7.39% | 7.7% |
| 3 Year | 7.4% | 7.5% |
| 5 Year | 7.74% | 8.04% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Standard Deviation | 0.53% | 0.38% |
| Sharp | -0.1% | 1.00% |
| Beta | 1.14% | 1.21% |
| Alpha | 2.24% | -0.75% |
Fund Managers
| Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Name | Deepak Agrawal | Pradeep Kesavan |
| Total AUM | ₹150749 Cr | ₹434274 Cr |
| Funds Managed | 14 | 43 |
| Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Large Cap | 0.31 | - |
| Others | 99.69 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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