Aditya Birla Sun Life Low Duration Fund vs Kotak Low Duration Fund compare

Link copied to clipboard!

tortoise-icon Kotak Low Duration Fund- Regular Plan-Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Low Duration Fund - Growth Plan

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
Fund Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹9372 Cr ₹10806 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Mar 2008 01 May 1998
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index B-I CRISIL Low Duration Fund BI Index
Turn Over 1777.06% 20%
Expense Ratio 1.17 1.22
Manager Deepak Agrawal Dhaval Joshi
ISIN Code INF178L01202 INF209K01LQ0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
1 Month 0.53% 0.56%
6 Month 3.64% 3.56%
1 Year 6.84% 6.88%
3 Year 5.47% 5.54%
5 Year 5.88% 5.84%

SIP Return Analysis

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
6 Month - -
1 Year 3.15% 3.13%
3 Year 9.23% 9.3%
5 Year 14.89% 15.04%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
1 Year 5.15% 5.15%
3 Year 12.07% 12.21%
5 Year 15.31% 15.43%

Risk Management

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
Standard Deviation 0.69% 0.59%
Sharp -0.36% -0.24%
Beta 1.37% 1.28%
Alpha 2.5% 2.42%

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 Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
Name Deepak Agrawal Dhaval Joshi
Total AUM ₹150749 Cr ₹361932 Cr
Fund Manage 14 55
Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan

Market Cap

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Others 98.4 97.7

Sector Allocation

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Others 98.4 4.35
Sovereign - 12.37
Construction - 1.97
Financial - 73.78
Communication - 4.82
Energy - 0.41

Top Comparisons

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns22.25%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns29.39%

Compare Now

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns21.02%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns26.54%

Compare Now

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns6.64%

VS

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns6.29%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns17.66%

VS

Axis Bluechip Fund - Regular Plan - Growth Axis Bluechip Fund - Regular Plan - Growth

3Y Returns9.66%

Compare Now
Request call back
Add to Cart Successfully