Aditya Birla Sun Life Income Fund vs Kotak Bond Fund compare
Kotak Bond Fund (G)
Kotak Bond Fund - Regular Plan Growth
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|---|
Fund | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderate |
Asset Size (Cr) | ₹2088 Cr | ₹2088 Cr | ₹2212 Cr |
Min Investment | ₹100 | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 25 Nov 1999 | 25 Nov 1999 | 21 Oct 1995 |
Category | Medium to Long Duration | Medium to Long Duration | Medium to Long Duration |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Medium to Long Duration Debt Index B-III | NIFTY Medium to Long Duration Debt Index B-III | CRISIL Medium to Long Duration Fund AIII Index |
Turn Over | % | 78% | 78% |
Expense Ratio | 1.65 | 1.65 | 1.16 |
Manager | Abhishek Bisen | Abhishek Bisen | Dhaval Joshi |
ISIN Code | INF174K01EM0 | INF174K01EM0 | INF209K01579 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|---|
1 Month | 0.03% | 0.03% | -0.37% |
6 Month | 4.17% | 4.17% | 3.86% |
1 Year | 8.54% | 8.54% | 8.52% |
3 Year | 7.82% | 7.82% | 7.63% |
5 Year | 5.68% | 5.68% | 6.2% |
SIP Return Analysis
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|---|
6 Month | 2.28% | 2.28% | 1.92% |
1 Year | 8.38% | 8.38% | 7.88% |
3 Year | 8.01% | 8.01% | 7.83% |
5 Year | 6.6% | 6.6% | 6.67% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|---|
1 Year | 7.85% | 7.85% | 9.37% |
3 Year | 7.7% | 7.7% | 8.19% |
5 Year | 7.98% | 7.98% | 8.39% |
Risk Management
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|---|
Standard Deviation | 2.18% | 2.18% | 2.143% |
Sharp | -0.22% | -0.22% | -0.318% |
Beta | 1.17% | 1.17% | 0.985% |
Alpha | -0.41% | -0.41% | -0.611% |
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Fund Managers
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|---|
Name | Abhishek Bisen | Abhishek Bisen | Dhaval Joshi |
Total AUM | ₹0 Cr | ₹0 Cr | ₹361932 Cr |
Funds Managed | 33 | 33 | 55 |
Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|---|
Others | 99.67 | 99.66 | 100 |
Construction | 0.33 | - | - |
Financial Services | - | 0.34 | - |
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