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) | ₹14507 Cr | ₹14920 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 | 0.46% | 0.5% |
| 6 Month | 2.73% | 2.76% |
| 1 Year | 7.17% | 7.1% |
| 3 Year | 7.05% | 6.98% |
| 5 Year | 5.66% | 5.7% |
SIP Return Analysis
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.43% | 1.49% |
| 1 Year | 6.65% | 6.72% |
| 3 Year | 7.12% | 7.04% |
| 5 Year | 6.55% | 6.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| 1 Year | 7.34% | 7.16% |
| 3 Year | 7.75% | 7.17% |
| 5 Year | 7.93% | 6.96% |
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% |
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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