- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Ultra Short Duration Fund vs Kotak Savings Fund compare
Kotak Savings Fund -Growth
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹13151 Cr | ₹3448 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 13 Aug 2004 | 27 Aug 2003 |
| 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% | 350.33% |
| Expense Ratio | 0.82 | 0.93 |
| Manager | Deepak Agrawal | Ritesh Nambiar |
| ISIN Code | INF174K01FD6 | INF789F01570 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.49% | 0.49% |
| 6 Month | 3.64% | 3.59% |
| 1 Year | 7.29% | 7.25% |
| 3 Year | 6.72% | 6.63% |
| 5 Year | 5.6% | 6.07% |
SIP Return Analysis
| Scheme Name | Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.88% | 1.84% |
| 1 Year | 7.38% | 7.31% |
| 3 Year | 7.1% | 7.05% |
| 5 Year | 6.26% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.46% | 6.95% |
| 3 Year | 7.42% | 7.56% |
| 5 Year | 7.8% | 7.72% |
Risk Management
| Scheme Name | Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.53% | 1.49% |
| Sharp | -0.1% | 0.5% |
| Beta | 1.14% | 0.39% |
| Alpha | 2.24% | 1.51% |
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 | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Ritesh Nambiar |
| Total AUM | ₹150749 Cr | ₹2329 Cr |
| Funds Managed | 14 | 3 |
| Kotak Savings Fund -Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Savings Fund -Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100.03 |
Sector Allocation
| Scheme Name |
Kotak Savings Fund -Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100.03 |
Top Comparisons
Franklin India Smaller Companies Fund-Growth
3Y Returns26.73%
LIC MF Small Cap Fund Regular - Growth
3Y Returns21.78%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns18.84%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns18.84%
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth
3Y Returns7.27%
ICICI Prudential Debt Management Fund (FOF) - Growth
3Y Returns8%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns12.66%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%
