Axis Short Term Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹16979 Cr | ₹8781 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 | 0.7% | 0.75% |
6 Month | 4.83% | 5.06% |
1 Year | 9.1% | 9.44% |
3 Year | 7.42% | 7.65% |
5 Year | 6.04% | 6.38% |
SIP Return Analysis
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.7% | 2.84% |
1 Year | 9.56% | 10.1% |
3 Year | 8.07% | 8.39% |
5 Year | 6.73% | 7.08% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.2% | 7.98% |
3 Year | 7.42% | 8.06% |
5 Year | 7.91% | 7.98% |
Risk Management
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.111% | 0.998% |
Sharp | -0.554% | -0.16% |
Beta | 0.928% | 0.814% |
Alpha | -0.479% | -0.088% |
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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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