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 Short Horizon Debt Fund compare

Link copied to clipboard!

tortoise-icon Kotak Savings Fund -Growth

Invest Now

tortoise-icon SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional 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 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) ₹15527 Cr ₹14824 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 0.53% 0.5%
6 Month 3.91% 4.26%
1 Year 7.42% 7.84%
3 Year 6.89% 7%
5 Year 5.52% 5.54%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
6 Month 1.91% 2.09%
1 Year 7.62% 8.15%
3 Year 7.24% 7.48%
5 Year 6.44% 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 7.41% 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% 0.43%
Sharp -0.1% 0.63%
Beta 1.14% 4.32%
Alpha 2.24% -0.88%

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 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

Top Comparisons

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

3Y Returns18.69%

VS

Canara Robeco Large Cap Fund - Regular Plan - Growth Option Canara Robeco Large Cap Fund - Regular Plan - Growth Option

3Y Returns18.33%

Compare Now

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns20.83%

VS

PGIM India Flexi Cap Fund - Regular Plan - Growth Option PGIM India Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns15.61%

Compare Now

DSP India T.I.G.E.R. Fund - Regular Plan - Growth DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns31.54%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns29.46%

Compare Now

Nippon India Focused Fund - Growth Plan -Growth Option Nippon India Focused Fund - Growth Plan -Growth Option

3Y Returns17.54%

VS

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns26.83%

Compare Now
Add to Cart Successfully