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Kotak Savings Fund vs SBI Short Horizon Debt Fund compare

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tortoise-icon Kotak Savings Fund -Growth

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tortoise-icon SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹16014 Cr ₹14729 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 Ultra Short 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 0.56% 0.53%
6 Month 3.86% 4.19%
1 Year 7.45% 7.82%
3 Year 6.88% 6.99%
5 Year 5.53% 5.57%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
6 Month 1.92% 2.11%
1 Year 7.55% 8.09%
3 Year 7.22% 7.44%
5 Year 6.4% 6.47%

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 7.41% 7.51%
5 Year 7.77% 8.05%

Risk Management

Scheme Name Kotak Savings Fund -Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Standard Deviation 0.53% 0.45%
Sharp -0.1% 0.52%
Beta 1.14% 4.49%
Alpha 2.24% -0.94%

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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

Others 100 100

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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