Axis Ultra Short to Short Term Fund vs Kotak Ultra Short to Short Term Fund
Axis Ultra Short to Short Term Fund (Direct) and Kotak Ultra Short to Short Term Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Low Duration Fund schemes — see the best low duration mutual funds for the full ranking.
Head to head
NAVs as of 15 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 02 Feb 2015 – 15 Oct 2026, limited by Kotak Ultra Short to Short Term Fund. Every series is rebased to ₹100 at the start of this window.
View as table
| Date | Axis Ultra Short to Short Term Fund | Kotak Ultra Short to Short Term Fund |
|---|---|---|
| 02 Feb 2015 | ₹100.00 | ₹100.00 |
| 24 Jan 2016 | ₹108.52 | ₹109.13 |
| 14 Jan 2017 | ₹117.82 | ₹119.92 |
| 05 Jan 2018 | ₹126.00 | ₹128.98 |
| 27 Dec 2018 | ₹135.56 | ₹139.15 |
| 18 Dec 2019 | ₹147.78 | ₹151.62 |
| 09 Dec 2020 | ₹159.05 | ₹164.83 |
| 30 Nov 2021 | ₹165.41 | ₹171.85 |
| 21 Nov 2022 | ₹172.54 | ₹179.09 |
| 12 Nov 2023 | ₹184.75 | ₹192.09 |
| 02 Nov 2024 | ₹199.17 | ₹207.31 |
| 24 Oct 2025 | ₹214.90 | ₹223.84 |
| 15 Oct 2026 | ₹227.78 | ₹236.89 |
| Metric | Axis · Direct NAV ₹3,516.17 Low to Moderate risk ★★★★☆ | Kotak Mahindra · Direct NAV ₹3,947.42 Low to Moderate risk ★★★★☆ | Category median Low Duration Fund · 25 funds |
|---|---|---|---|
| +6.13%Best in row | +6.00% | +6.03% | |
| +7.40% | +7.41% | +7.30% | |
| +6.69% | +6.71% | +6.55% | |
| +7.00% | +7.27%Best in row | +6.74% | |
| +7.62% | +7.65% | +7.17% | |
| +7.14% | +7.16% | — | |
| +7.31% | +7.30% | +7.03% | |
| +7.37% | +7.60%Best in row | +7.12% | |
| Risk | |||
| 0.49% | 0.52% | 0.50% | |
| — | 1.75 | 1.56 | |
| — | 2.98 | 2.84 | |
| -1.46% | -1.50% | -1.36% | |
| 0.37%Best in row | 0.41% | 0.34% | |
| — | ₹12,021Cr | ₹1,801Cr | |
| Devang Shah · 10.4y | Deepak Agrawal | — | |
| 09 Oct 2009 | 06 Mar 2008 | — | |
| 0.3% | 1.5% | — | |
13 rows carry the same value for every fund — show
- 3Y rolling avg
- +7.46%
- Benchmark
- —
- Alpha
- —
- Beta
- —
- Upside capture
- —
- Downside capture
- —
- Exit load
- None
- Lock-in
- None
- Min SIP
- ₹100
- Min lumpsum
- ₹100
- Portfolio turnover
- —
- Holdings
- —
- Top 10 weight
- —
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Axis Ultra Short to Short Term Fund or Kotak Ultra Short to Short Term Fund?
Over the last 3 years, Kotak Ultra Short to Short Term Fund returned +7.41% CAGR against Axis Ultra Short to Short Term Fund's +7.40%, computed from AMFI NAV history. Over 5 years: Axis Ultra Short to Short Term Fund +6.69% vs Kotak Ultra Short to Short Term Fund +6.71% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Axis Ultra Short to Short Term Fund or Kotak Ultra Short to Short Term Fund?
Axis Ultra Short to Short Term Fund has the lower expense ratio: Axis Ultra Short to Short Term Fund charges 0.37% a year against Kotak Ultra Short to Short Term Fund's 0.41%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Axis Ultra Short to Short Term Fund or Kotak Ultra Short to Short Term Fund?
Kotak Ultra Short to Short Term Fund has shown higher volatility (+0.52% annualized vs Axis Ultra Short to Short Term Fund's +0.49%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Axis Ultra Short to Short Term Fund -0.22% vs Kotak Ultra Short to Short Term Fund -0.24%.
Are Axis Ultra Short to Short Term Fund and Kotak Ultra Short to Short Term Fund in the same category?
Yes — both are Low Duration Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.