PGIM India Ultra Short Duration Fund vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
PGIM India Ultra Short Duration Fund - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | PGIM India Ultra Short Duration Fund - Growth |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | PGIM India Ultra Short Duration Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹15340 Cr | ₹197 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Aug 2004 | 04 Jul 2008 |
| 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% | 123% |
| Expense Ratio | 0.82 | 0.92 |
| Manager | Deepak Agrawal | Puneet Pal |
| ISIN Code | INF174K01FD6 | INF223J01FK8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | PGIM India Ultra Short Duration Fund - Growth |
|---|---|---|
| 1 Month | 0.48% | 0.41% |
| 6 Month | 3.18% | 2.98% |
| 1 Year | 6.99% | 6.62% |
| 3 Year | 7% | 6.65% |
| 5 Year | 5.62% | 5.39% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | PGIM India Ultra Short Duration Fund - Growth |
|---|---|---|
| 6 Month | 0.96% | 0.92% |
| 1 Year | 5.61% | 5.33% |
| 3 Year | 6.65% | 6.33% |
| 5 Year | 6.26% | 5.98% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | PGIM India Ultra Short Duration Fund - Growth |
|---|---|---|
| 1 Year | 7.39% | 7.3% |
| 3 Year | 7.4% | 8.2% |
| 5 Year | 7.74% | 8.31% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | PGIM India Ultra Short Duration Fund - Growth |
|---|---|---|
| Standard Deviation | 0.27% | 0.22% |
| Sharp | 0.98% | -0.29% |
| Beta | 0.97% | 0.82% |
| Alpha | -0.55% | -0.75% |
Fund Managers
| Scheme Name | Kotak Savings Fund -Growth | PGIM India Ultra Short Duration Fund - Growth |
|---|---|---|
| Name | Deepak Agrawal | Puneet Pal |
| Total AUM | ₹150749 Cr | ₹20950 Cr |
| Funds Managed | 14 | 19 |
| Kotak Savings Fund -Growth | PGIM India Ultra Short Duration Fund - Growth |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
PGIM India Ultra Short Duration Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
PGIM India Ultra Short Duration Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
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