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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 Duration 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 Duration Fund - Regular Plan - Growth Option
Fund Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹18230 Cr ₹12129 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 1.12 0.89
Manager Abhishek Bisen Devang Shah
ISIN Code INF174K01ES7 INF846K01644
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option
1 Month 0.32% 0.42%
6 Month 4.23% 4.76%
1 Year 7.65% 8.5%
3 Year 7.14% 7.52%
5 Year 5.73% 6.13%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option
6 Month 1.11% 1.45%
1 Year 7.09% 8.15%
3 Year 7.5% 8.04%
5 Year 6.54% 7.01%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option
1 Year 7.24% 8.02%
3 Year 7.42% 8.01%
5 Year 7.91% 7.97%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.10% 1.02%
Sharp 0.26% 0.67%
Beta 1.28% 1.21%
Alpha -0.66% -0.21%

Fund Managers

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

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Axis Short Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Axis Short Duration Fund - Regular Plan - Growth Option

Others 100 100

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