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) | ₹15667 Cr | ₹202 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 | 0.41% | 0.42% |
6 Month | 3.71% | 3.46% |
1 Year | 7.15% | 6.83% |
3 Year | 6.9% | 6.6% |
5 Year | 5.58% | 5.37% |
SIP Return Analysis
Scheme Name | Kotak Savings Fund -Growth | PGIM India Ultra Short Duration Fund - Growth |
---|---|---|
6 Month | 1.46% | 1.41% |
1 Year | 6.84% | 6.52% |
3 Year | 7.04% | 6.71% |
5 Year | 6.41% | 6.14% |
Rolling Lumpsum Returns
Scheme Name | Kotak Savings Fund -Growth | PGIM India Ultra Short Duration Fund - Growth |
---|---|---|
1 Year | 7.41% | 7.38% |
3 Year | 7.4% | 8.23% |
5 Year | 7.75% | 8.34% |
Risk Management
Scheme Name | Kotak Savings Fund -Growth | PGIM India Ultra Short Duration Fund - Growth |
---|---|---|
Standard Deviation | 0.31% | 0.25% |
Sharp | 0.59% | -0.51% |
Beta | 3.25% | 2.69% |
Alpha | -0.70% | -0.84% |
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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