Axis 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 Axis Short Term Fund - Regular Plan - Growth Option

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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) Axis Short Term Fund - Regular Plan - Growth Option
Fund Kotak Bond Short Term Plan-(Growth) Axis Short Term Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹16071 Cr ₹7695 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 02 May 2002 22 Jan 2010
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% 0.0%
Expense Ratio 1.11 0.88
Manager Abhishek Bisen Devang Shah
ISIN Code INF174K01ES7 INF846K01644
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Term Fund - Regular Plan - Growth Option
1 Month 0.77% 0.74%
6 Month 3.96% 3.92%
1 Year 7.37% 7.56%
3 Year 5.23% 5.6%
5 Year 6.08% 6.39%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Term Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.2% 3.33%
3 Year 8.88% 9.4%
5 Year 14.58% 15.56%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Term Fund - Regular Plan - Growth Option
1 Year 5.23% 5.55%
3 Year 11.8% 12.62%
5 Year 15.02% 15.99%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Term Fund - Regular Plan - Growth Option
Standard Deviation 1.12% 1.02%
Sharp -0.44% -0.17%
Beta 2.01% 1.93%
Alpha 3.54% 3.69%

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Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Term Fund - Regular Plan - Growth Option
Name Abhishek Bisen Devang Shah
Total AUM ₹0 Cr ₹60014 Cr
Fund Manage 33 15
Kotak Bond Short Term Plan-(Growth) Axis Short Term Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Axis Short Term Fund - Regular Plan - Growth Option

Others 100 99.96

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Axis Short Term Fund - Regular Plan - Growth Option

Others 4.98 99.96
Sovereign 38.71 -
Financial 49.2 -
Construction 2.76 -
Energy 2.52 -
Capital Goods 1.83 -

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