SBI Short Horizon Debt Fund vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Fund | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹16091 Cr | ₹15421 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Aug 2004 | 14 Feb 2025 |
Category | Ultra Short Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Ultra Short Duration Debt Index B-I | BSE Liquid Rate Index |
Turn Over | 16.04% | 0.0% |
Expense Ratio | 0.82 | 1.02 |
Manager | Deepak Agrawal | Pradeep Kesavan |
ISIN Code | INF174K01FD6 | INF200K01MG8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
1 Month | 0.49% | 0.5% |
6 Month | 3.81% | 4.17% |
1 Year | 7.35% | 7.69% |
3 Year | 6.92% | 7.03% |
5 Year | 5.55% | 5.56% |
SIP Return Analysis
Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
6 Month | 1.81% | 1.98% |
1 Year | 7.46% | 8% |
3 Year | 7.21% | 7.45% |
5 Year | 6.44% | 6.52% |
Rolling Lumpsum Returns
Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
1 Year | 7.41% | 7.72% |
3 Year | 7.4% | 7.5% |
5 Year | 7.75% | 8.05% |
Risk Management
Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Standard Deviation | 0.53% | 0.43% |
Sharp | -0.1% | 0.63% |
Beta | 1.14% | 4.32% |
Alpha | 2.24% | -0.88% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Name | Deepak Agrawal | Pradeep Kesavan |
Total AUM | ₹150749 Cr | ₹434274 Cr |
Funds Managed | 14 | 43 |
Kotak Savings Fund -Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
Market Cap
Scheme Name |
Kotak Savings Fund -Growth |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Savings Fund -Growth |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns17.72%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns24.23%
Kotak Manufacture in India Fund - Regular Plan Growth
3Y Returns19.79%
Mahindra Manulife Manufacturing Fund - Reg (G)
3Y Returns0%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns13.89%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns17.45%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.07%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.53%