Aditya Birla Sun Life Short Term Fund vs Kotak Bond Short Term Plan compare

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tortoise-icon Kotak Bond Short Term Plan-(Growth)

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tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

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Chart Comparison

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

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) ₹16895 Cr ₹8924 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 1.11 1.01
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 0.65% 0.63%
6 Month 3.6% 3.78%
1 Year 7.61% 7.79%
3 Year 6% 6.56%
5 Year 5.91% 6.65%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month - -
1 Year 7.51% 7.74%
3 Year 6.98% 7.28%
5 Year 6.04% 6.59%

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 1.12% 0.99%
Sharp -0.44% 0.06%
Beta 2.01% 1.74%
Alpha 3.54% 3.54%

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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
Fund Manage 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 100.63 100.07

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100.63 4.03
Sovereign - 31.81
Energy - 0.9
Construction - 9.39
Financial - 49.15
Services - 0.34
Communication - 4.45

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