Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Magnum Ultra Short Duration Fund vs Kotak Savings Fund compare

Link copied to clipboard!

tortoise-icon Kotak Savings Fund -Growth

Invest Now

tortoise-icon SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹13151 Cr ₹12091 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 0.59% 0.58%
6 Month 3.77% 3.81%
1 Year 7.41% 7.58%
3 Year 6.78% 6.92%
5 Year 5.59% 5.68%

SIP Return Analysis

Scheme Name Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
6 Month 2.01% 2%
1 Year 7.63% 7.73%
3 Year 7.18% 7.35%
5 Year 6.32% 6.45%

Rolling Lumpsum Returns

Scheme Name Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
1 Year 7.46% 7.36%
3 Year 7.42% 7.32%
5 Year 7.8% 6.96%

Risk Management

Scheme Name Kotak Savings Fund -Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Standard Deviation 0.53% 0.462%
Sharp -0.1% -0.152%
Beta 1.14% 3.334%
Alpha 2.24% -0.709%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns20.28%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns23.03%

Compare Now

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns20.57%

VS

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns26.36%

Compare Now

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns7.75%

VS

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns7.35%

Compare Now

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.78%

VS

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns7.26%

Compare Now
Add to Cart Successfully