Aditya Birla Sun Life Short Term Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Fund | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹16979 Cr | ₹8141 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 02 May 2002 | 09 May 2003 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index B-II | NIFTY Short Duration Debt Index B-II |
Turn Over | 0.0% | 78% |
Expense Ratio | 1.12 | 0.95 |
Manager | Abhishek Bisen | Dhaval Joshi |
ISIN Code | INF174K01ES7 | INF209K01942 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
1 Month | 1.47% | 1.42% |
6 Month | 4.68% | 4.81% |
1 Year | 9.17% | 9.37% |
3 Year | 6.78% | 7.2% |
5 Year | 6.26% | 7.32% |
SIP Return Analysis
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
6 Month | 3.01% | 2.98% |
1 Year | 9.92% | 10.02% |
3 Year | 8.04% | 8.23% |
5 Year | 6.63% | 7.08% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
1 Year | 7.16% | 7.11% |
3 Year | 7.44% | 7.54% |
5 Year | 7.92% | 8.01% |
Risk Management
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 1.111% | 0.946% |
Sharp | -0.554% | 0.02% |
Beta | 0.928% | 0.744% |
Alpha | -0.479% | 0.064% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Name | Abhishek Bisen | Dhaval Joshi |
Total AUM | ₹0 Cr | ₹361932 Cr |
Funds Managed | 33 | 55 |
Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns19.35%
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns15.82%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
3Y Returns0%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns19.94%
Sundaram Global Brand Fund Regular Plan - Growth
3Y Returns11.29%
Bajaj Finserv Arbitrage Fund Regular - Growth
3Y Returns0%
Kotak Equity Arbitrage Fund - Growth
3Y Returns6.95%