- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Magnum Ultra Short Duration Fund vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | SBI Magnum 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 | ₹14566 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Aug 2004 | 21 May 1999 |
| 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% | 24% |
| Expense Ratio | 0.82 | 0.55 |
| Manager | Deepak Agrawal | Pradeep Kesavan |
| ISIN Code | INF174K01FD6 | INF200K01LJ4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.48% | 0.48% |
| 6 Month | 3.17% | 3.22% |
| 1 Year | 6.98% | 7.11% |
| 3 Year | 7% | 7.17% |
| 5 Year | 5.63% | 5.75% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 1.48% |
| 1 Year | 6.61% | 6.74% |
| 3 Year | 6.98% | 7.15% |
| 5 Year | 6.46% | 6.6% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.39% | 7.38% |
| 3 Year | 7.4% | 7.3% |
| 5 Year | 7.74% | 6.91% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.53% | 0.24% |
| Sharp | -0.1% | 1.81% |
| Beta | 1.14% | 0.88% |
| Alpha | 2.24% | -0.31% |
Fund Managers
| Scheme Name | Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Name | Deepak Agrawal | Pradeep Kesavan |
| Total AUM | ₹150749 Cr | ₹434274 Cr |
| Funds Managed | 14 | 43 |
| Kotak Savings Fund -Growth | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns6.97%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.11%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.17%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.71%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.82%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.82%
