Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Income Fund vs Kotak Bond Fund compare

Link copied to clipboard!

tortoise-icon Kotak Bond Fund (G)

Invest Now

tortoise-icon Kotak Bond Fund - Regular Plan Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Income Fund - Growth - Regular Plan

Invest Now

Chart Comparison

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

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%

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 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 -

Top Comparisons

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns6.41%

VS

360 ONE Liquid Fund Regular-Growth 360 ONE Liquid Fund Regular-Growth

3Y Returns6.79%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns21.87%

VS

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

3Y Returns28.08%

Compare Now

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns7.98%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns13.17%

Compare Now

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns19.39%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns21.53%

Compare Now
Add to Cart Successfully