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Kotak Savings Fund vs UTI Ultra Short Duration Fund compare
Kotak Savings Fund -Growth
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹15149 Cr | ₹4097 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 13 Aug 2004 | 27 Aug 2003 |
| 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% | 350.33% |
| Expense Ratio | 0.82 | 0.93 |
| Manager | Deepak Agrawal | Ritesh Nambiar |
| ISIN Code | INF174K01FD6 | INF789F01570 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.52% | 0.51% |
| 6 Month | 3.01% | 2.96% |
| 1 Year | 6.93% | 6.76% |
| 3 Year | 6.98% | 6.89% |
| 5 Year | 5.66% | 6.15% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.47% | 1.43% |
| 1 Year | 6.54% | 6.37% |
| 3 Year | 6.95% | 6.86% |
| 5 Year | 6.49% | 6.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.36% | 6.98% |
| 3 Year | 7.39% | 7.43% |
| 5 Year | 7.73% | 7.69% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.53% | 1.49% |
| Sharp | -0.1% | 0.5% |
| Beta | 1.14% | 0.39% |
| Alpha | 2.24% | 1.51% |
Fund Managers
| Scheme Name | Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Ritesh Nambiar |
| Total AUM | ₹150749 Cr | ₹2329 Cr |
| Funds Managed | 14 | 3 |
| Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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