Mahindra Manulife Ultra Short Duration Fund vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹15340 Cr | ₹214 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Aug 2004 | 17 Oct 2019 |
| 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% | 9.69% |
| Expense Ratio | 0.82 | 0.69 |
| Manager | Deepak Agrawal | Rahul Pal |
| ISIN Code | INF174K01FD6 | INF174V01853 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.48% | 0.44% |
| 6 Month | 3.18% | 3.16% |
| 1 Year | 6.99% | 7% |
| 3 Year | 7% | 7.04% |
| 5 Year | 5.62% | 5.63% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.98% | 0.99% |
| 1 Year | 5.66% | 5.66% |
| 3 Year | 6.66% | 6.72% |
| 5 Year | 6.28% | 6.32% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.39% | 6.1% |
| 3 Year | 7.4% | 5.24% |
| 5 Year | 7.74% | 5.56% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.27% | 0.23% |
| Sharp | 0.98% | 1.33% |
| Beta | 0.97% | 0.85% |
| Alpha | -0.55% | -0.41% |
Fund Managers
| Scheme Name | Kotak Savings Fund -Growth | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Name | Deepak Agrawal | Rahul Pal |
| Total AUM | ₹150749 Cr | ₹3032 Cr |
| Funds Managed | 14 | 7 |
| Kotak Savings Fund -Growth | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
SBI Midcap Fund - Regular Plan - Growth
3Y Returns16.28%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns25.69%
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.19%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.3%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns13.93%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.98%
HDFC Focused Fund - GROWTH PLAN
3Y Returns21.66%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns17.2%