Aditya Birla Sun Life Low Duration Fund vs Kotak Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
Aditya Birla Sun Life Low Duration Fund - Growth Plan
Chart Comparison
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 | Low to Moderate |
Asset Size (Cr) | ₹12904 Cr | ₹13253 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 06 Mar 2008 | 14 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 | 1.19 |
Manager | Deepak Agrawal | Dhaval Joshi |
ISIN Code | INF178L01202 | INF209K01LQ0 |
Exits Load | Data not available./365 | Data not available./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 | 0.57% | 0.56% |
6 Month | 4.19% | 4.09% |
1 Year | 7.93% | 7.67% |
3 Year | 7.08% | 6.93% |
5 Year | 5.74% | 5.76% |
SIP Return Analysis
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
6 Month | 2.11% | 2.06% |
1 Year | 8.11% | 7.9% |
3 Year | 7.43% | 7.28% |
5 Year | 6.48% | 6.44% |
Rolling Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
1 Year | 7.32% | 7.42% |
3 Year | 7.81% | 7.14% |
5 Year | 8% | 6.68% |
Risk Management
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Standard Deviation | 0.48% | 0.44% |
Sharp | 0.50% | 0.32% |
Beta | 4.19% | 4.01% |
Alpha | -0.85% | -0.90% |
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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 |
Funds Managed | 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 | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Others | 100 | 100 |
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